Plan with Neil - Coventry

Address: 37 St Ives Rd, Coventry CV2 5FY, United Kingdom.
Phone: 2475264392.
Website: planwithneil.com
Specialties: Financial planner, Financial consultant, Insurance broker, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Appointments recommended.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Plan with Neil

Plan with Neil 37 St Ives Rd, Coventry CV2 5FY, United Kingdom

☎️2475264392

⏰ Open Hours of Plan with Neil

Monday: Open 24 hours
Tuesday: Open 24 hours
Wednesday: Open 24 hours
Thursday: Open 24 hours
Friday: Open 24 hours
Saturday: 9 am–1 pm
Sunday: Closed

Plan with Neil

Address: 37 St Ives Rd, Coventry CV2 5FY, United Kingdom.

Phone: 2475264392.

Website: planwithneil.com.

Especialidades:

Specialties: Financial planner, Financial consultant, Insurance broker, Mortgage broker.

Otras características:

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Appointments recommended.

Opiniones:

This company has 28 reviews on Google My Business.

The average opinion is 5/5.

Características clave:

Financial planner: ofrece asesoramiento financiero personalizado.

Financial consultant: ayuda a los clientes a crear planes financieros.

Insurance broker: representa a los clientes ante las empresas de seguros.

Mortgage broker: ayuda a los clientes a obtener préstamos hipotecarios.

Ubicación:

Se encuentra ubicado en Coventry, Reino Unido.

Es fácil de llegar en transporte público o en coche.

Información recomendada:

Para obtener más información, es recomendable visitar su sitio web o llamarles directamente.

Se recomienda hacer una cita previa para asegurarse de que el tiempo del asesor sea adecuado.

Calidad de servicio:

Se ha mencionado que el servicio es rápido y eficiente.

Los clientes han mencionado que el asesor es amigable y dispuesto a ayudar.

👍 Reviews of Plan with Neil

M F.

5/5

Best financial decision we've made to contact Neil. He put so much time and effort into preparing a financial plan for us, was always readily available for advice, and has an honest payment structure. His advice made sense and made us feel confident in the decisions being made. We now feel organised and able to achieve our financial goals going forward. I'd recommend working with a financial advisor to anyone, as having a professional put a plan and investments in place really pays for itself. And Neil is an excellent option, who genuinely wants to help you succeed.

CvTrees A. L.

5/5

I contacted Neil as he was a local financial expert. I had some specific questions regarding pensions and Neil was able to answer the questions in depth which helped me understand my situation.
I wouldn’t hesitate in using Neil in the future for any financial advice or direction.
Thanks Neil.

Steve L.

5/5

Neil has a very professional attitude towards the financial advice he is able to provide. He is very knowledgeable in all aspects of finance and I recommend the comprehensive service he provides.

Stacey B.

5/5

I did some extended research before coming across Neil as I wanted to make sure I worked with someone that had my interests and goals at heart.
Neil is very professional and approachable and has a very good and clear pricing structure.
Working with him has been a pleasure and he has helped me with my pensions, investments and savings. Overall I would recommend him to anyone that is looking to review their finances and would like some professional guidance before committing to any changes.
I will definitely be in touch with Neil again to help me with my finances as my circumstances and commitments change.

Geoff G.

5/5

Neil of "Plan with Neil" provides a great financial adviser service. His way of charging for his services is a little different to most advisers but it seems to be a good way of doing it. Have a look at his web site to see the details. It is all very clear and straight forward. I'm more than happy to recommend Neil if you are looking for a good financial adviser.

Hayley H.

5/5

Neil was very helpful and supportive in helping us to simplify and understand our pension pots. He helped us create a plan to achieve our retirement wishes. We now know what we have, where it is, how it is performing and what we need to do to retire comfortably. We strongly recommend Plan with Neil.

Ollie U.

5/5

I have had a few meetings with different Financial Advisors but found I really liked Neil's style. He makes things clear and simple and listens to your own situation in a none judgemental way. He is positive and makes the world of finance seem more approachable and not pressured, breaking it down in a way that allows you to get interested and not confused. He is easy to talk to and very helpful. Highly recommended.

Chloe B.

5/5

Neil was recommended to me through a Finance website and I am so pleased that he was! We've had two meetings so far and I have decided to continue working with him for the next year to help me set up pensions and investments. He is always very friendly, punctual to meetings and answers every question properly whilst not overwhelming you with information. His fees are very reasonable too. I can't wait to see what he does next! I would highly recommend. Thanks, Neil =)