Meet Andrew

Director & Chartered Financial Planner

Contact Andrew

andrew@neliganfinancial.co.uk

01392 539 429

Reviews and Ratings for Financial adviser Andrew Neligan, Exeter

Professionally

I grew up in Exeter, leaving when I was eighteen to teach in a school in Cape Town, South Africa. I then attended Aston University and began my career in financial services in 2001.

Initially, I worked as an Account Manager at Standard Life in London before moving to their Surrey office in 2005. In 2008, I joined Informed Choice as a Financial Planner and became their Financial Planning Director.

Nevertheless, Devon remained firmly in my heart. 20 years after leaving, I returned to Exeter in 2016 with my wife Carol, and our son Edward, to set up Neligan Financial. In 2017, I and Carol welcomed our daughter, Holly, into the world.

My commitment to developing my knowledge and expertise, means I am now one of a small group of advisers in the UK to be a Chartered Financial Planner (CII), a Certified Financial Planner (IFP) and a Chartered Wealth Manager (CISI).

Personally

In his spare time, I enjoy spending time in Devon’s great outdoors with Carol, Edward and Holly.

He is an avid sports fan and particularly enjoys football, rugby, running, triathlons and golf.

Importantly

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Andrew’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Andrew’s.

Andrew in the spotlight

Andrew's associates

EBI Portfolios

EBI Portfolios provide me with evidence-based investment management and supporting resources.

Compliance

The Compliance Department provides support to help me meet my regulatory obligations.

Paraplanning

Principled Paraplanning supports the research and administrative processes and provides a second opinion for complex technical matters,

Administration

Sedulous Administration provides essential administrative support to enable me to do what I do best - look after my clients!