Meet Andrew

Director & Chartered Financial Planner

Contact Andrew

01392 539 429

Reviews and Ratings for Financial adviser Andrew Neligan, Exeter


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

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

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

Andrew’s commitment to developing his knowledge and expertise, means he is 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).


In his spare time, Andrew enjoys spending time in Devon’s great outdoors with his wife and two young children.

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


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.

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EBI Portfolios

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


The Compliance Department provides support to help us meet our regulatory obligations.


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