Neligan Financial
Financial Planners
9 Middle St, East Budleigh, Budleigh Salterton EX9 7DQ
Most Recent Comments
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February 2024
Andrew is excellent. He is generous with his time, listens, and then explains options appropriate to you with any additional information you need to consider. Recommended. Thank you
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August 2023
Andrew has been great deal of help to our clients over the last 3 years during what has been a challenging period for investing. Our clients have been very pleased with how Andrew has handled everything. He has excellent attention to detail and is patient and generous with his time. Highly recommended.
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June 2023
We needed someone to advise us on some investments and as to whether they were invested the best way for our needs.We spoke to Andrew at Neligan Financial and had our first meeting. We found him to be professional, constructive, most helpful and kept us fully informed of his suggestions at all times. We would have no hesitation...
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From Neligan Financial
Retirement planning (financial planning and independent financial advice) for individuals and couples who have got to the point in their lives that they feel they need some clarity over their money.
Either they're thinking about retiring to some extent in the next 5-10 years but they are worried that they won't have enough and are concerned time is running out, so they want to make sure they are doing sensible things with their money now.
Or they really want to retire sooner but either don't think they can afford to or they are afraid they will make decisions that they may later regret.
They typically tell me that freedom and financial security are really important to them and they want to make sure they have both, forever.