Would highly recommend Ashleigh , great solid advice and no pressure ! definitely will get back in touch when the circumstances change.

Ashleigh was very knowledgeable and explained everything in a way that I could understand. She was very helpful

Yes got a loan, but trying to pay back early is impossible. No one will tell me the amount ti pay back. Then emails go unanswered. Poor poor customer service.

Friendly, helpful and takes the time to help you understand what you need to do. I feel all my questions are answered in a way I understand.

Ashleigh was very approachable and professional throughout. She took the time to explain my options clearly, without jargon or pressure, and made sure I understood both the opportunities and the next steps. I felt listened to, well-informed, and confident about how to proceed. A very positive first experience and I look forward to working together.

Just completed my initial call with Ashleigh from Neo Wealth and was impressed with the friendly and down to earth approach. Ashleigh explained in a clear manner how Neo Wealth can help me with my retirement planning and what the next steps will involve. Following the call, I now feel that I am in a safe pair of hands and I am confident of the service that Neo Wealth will provide.

The team at Neo Wealth are professional, pro active and give great advice but also have helped to simplify what I thought were complicated pension issues. Their communication is brilliant ad in a language I understand. I have recommended them to my friend who needed advice and she was also very impressed and signed up!

Delighted with the performance and service from Neo Wealth in the last year.

In my experience, Neo Wealth provide a personal Financial Advice Service in a way that feels the Client(me) is put up front and centre, they listen, guide and advise with all questions answered in a way that is patient, well informed and presented regularly in a way that is understandable to me as a Financial Novice.

I transferred my portfolio to Neo over a year ago they have been very professional and efficient making the transfer easy and trouble free they did all the work listening to my needs and acted on them, I am very happy with their performance and would highly recommend them.

100% customer care and keeping g you informed on what is going on in the Financial markets etc

I approached Neo Wealth for guidance regarding my workplace pension, and the advice I received was exceptional. The information was presented in a clear and accessible manner, and every question I asked was addressed with patience and thoroughness to ensure my full understanding. I would highly recommend their services.”

Neo Wealth have been fantastic to work with. They helped me organise my protection and set up investments for my daughter, and the whole process was incredibly easy and transparent. Nothing was ever pushy or over-the-top, just clear advice and support.

The girls in the admin office are brilliant too, always friendly, efficient and on the ball. I really couldn’t recommend Neo Wealth highly enough.

Been working with Ashleigh and her team for over a year. Always a positive experience and she has a knack for presenting the information and options in a clear, actionable way.

Ive been very happy with the service from my pension advisor. The advice is allways clear and reassuring, and i feel confident that my pension is being well managed.

Really good practical advice and support when I needed it most. The world of finance is mystifying at times, particularly Pensions and retirement planning. Ashleigh and her team guided me, at my speed, to make the right decisions to help make my future more secure and less complicated. Knowing that they will always be there when needed is a great weight if my mind, and knowing that my finances are in good hands let's me focus on my family and my future.

I can only say good and positive things about New Wealth with their staff being excellent, caring at all times. Dealing with Ashleigh she is intelligent, knowledgeable and professional, always trying to do her best to ensure the client is clear on the discussion. The team check in on a regular basis and I'm confident my pension is in good hands.

My Husband and I have recently become clients of Neo Wealth and already we have been most impressed with their professional and caring approach. We have a complex financial situation and after meeting Ashleigh we are confident that she will be able to help us achieve a positive outcome. Thank you Ashleigh for putting our minds at rest and also many thanks to Rachel Taplin who is amazing.

Fantastic company but one particular member of staff has been second to none.
Rachel Taplin has looked after my husband's pension portfolio for the past twelve months she is a very professional and always on top of everything .. Last month we had a problem with the quarterly payment from Momentum the pension holders... Rachel worked so hard trying to rectify the problem she made constant phone call and emails plus keeps my husband and I in the loop at all time she copied with all the rubbish they were telling her and stayed on the case for two weeks.
Rachel is a fantastic asset to Neo Wealth and a very caring hard working person. My husband and I can't thank her enough .If it were possible I would have given her ten stars.

I am dealing with Ashleigh and Louis at Neo Wealth. I have had an incredibly informative meeting today with them. Ashleigh has an immense knowledge of all wealth mechanisms and I was assured she takes an holistic approach. I was anxious and concerned before the meeting because at the age of 62 I didn’t feel adequately prepared for financing my retirement. Ashleigh has put my mind at rest and clearly has solutions for each individual. Details were clearly communicated and I feel relieved and reassured that NeoWealth can advise me of and recommend the best financial solutions to create optimum stability and security to sustain my retirement years the way I had wished. Thanks Ashleigh and Louis