The value I add
A growing body of research shows the value of financial advice and planning.
This includes:
- A 2017 report by Royal London and the International Longevity Centre showed that, on average, people who work with a financial adviser boost their assets by up to £43,245.
- A recent study by Vanguard identified seven key areas where advisers can add value, estimating values for each area. The total sum was discovered to be around 3% per annum.
As a client of mine you will benefit from a highly-personalised service that adds value, both financially and personally.
Achieve your goals and aspirations sooner
I help you keep the cost of investing low and minimise the tax you pay, which results in more money for your future lifestyle.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/achieve-goals.png)
Attain peace of mind
Knowing that your money is structured to achieve and maintain your lifetime priorities will enable you to feel more organised and in control.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/peace-of-mind.png)
Gain financial clarity
I help you understand what you have and what it will provide for the rest of your life.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/financail-clarity.png)
Receive trusted guidance
I ensure you remain on track to achieve your lifetime priorities, even as the inevitable changes of life occur.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/recieve-trusted-advice.png)
Make better decisions
I prevent you from making ill-timed and ill-considered decisions with your money that you are likely to regret in the future.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/make-better-decisions.png)
Invest efficiently
I use academic research and empirical evidence to maximise investment returns whilst minimising risk; based on your objectives, timeframes and capacity for loss. Find out more here.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/efficient-investments.png)
Be accountable
I ensure you complete the tasks you know should be done, but nevertheless tend to put off.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/be-accountable.png)
Transition into retirement
I help you transition from working life into retirement through strategic and bespoke financial planning that is geared towards your desired future lifestyle.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/transition.png)
Secure an unbiased viewpoint
I am there to listen to whatever is on your mind from a non-judgmental and unbiased position.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/unbiased-viewpoint.png)
Appoint a trusted expert for your spouse or partner
I will be there for your spouse or partner when you are no longer around, so that the financial side of life is already organised and managed by a trusted friend and professional.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/trusted-expert.png)
Stay up-to-date with news and views
I provide communication of pertinent and interesting articles created and curated from the web (plus some non-financial ones too). Check out our blog here.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/news-and-views.png)
Have a 24/7 view of your wealth
I offer instant and constant access to the Neligan Financial client portal to see the value of your assets and access your important financial documents.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/24-hours-wealth-review.png)
Save precious time
I take away the hassle and burden of financial admin by taking it off your hands and managing your situation in an organised and efficient manner.
![](https://neliganfinancial.co.uk/wp-content/uploads/2018/08/save-precious-time.png)