We strive to benefit our clients
Some people worry about the cost of professional advice, without considering the cost of inefficient or poor planning.
An experienced financial planner can help you with both financial planning and investment management.
During the planning process, an advisor can help you collect the information you need to establish a financial baseline, and help you understand factors that can affect your finances. They can then recommend a portfolio that best fits your needs.
We work hard using our financial planning service in order for our clients to benefit in the following ways:
- Feel better about their financial situation.
- Put financial stability back in their reach.
- Identify and to achieve their financial goals aims and objectives.
- Use their money effectively.
- Reduce their tax liability where possible.
- Have an experienced adviser they can contact.
- Feel confident in the service we offer.
Neil Jacobs - Partner
I am a self-motivated Diploma Qualified Financial Planner, who is driven to perform at his best for my clients. Developing and maintaining excellent relationships, with clients and advising them on all areas of financial planning.
My main goal is to assist my clients to become wealthier, with minimal cost and as tax efficiently as possible. I also offer my clients peace of mind that they are on the right financial path for the future.
See what our Clients say
Safeguarding our future
“Neil was really helpful with financial advise, he managed to help make me more tax efficient, and earn better interest with my money. I will be continuing to use Neil's services and I would advise others to as as well.”
Better performing pensions
“He helped me with the above and gave me options what do do. I am not a high risk investor & the fund Neill offered has performed above my expectations so far. My pensions have been grouped and put into an investment fund and I am very pleased with the results after 14 months.”
Giving our clients peace of mind that they are on the right financial path for the future