Coventry Rocks
Grown Ups

Plan with Neil


If you're looking for a local IFA, you've come to the right place!

Plan with Neil | Independent Financial Adviser in Coventry

Hi, I am Neil, an Independent Financial Adviser (IFA) based in Coventry, helping people plan for the future. I am focused on your Financial Wellbeing, whatever your situation.

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Check your Financial Wellbeing Score 

Coventry Rocks' visitors can check their Financial Wellbeing score using this link

Book a free 15 minute discussion with Neil

Simply use this link to book a free 15 minute discussion with Neil.

You wouldn’t buy a car without knowing the price beforehand. I think the same about Financial Planning. This is why, I make my fees clear on my website. Check them here.

Book a Free Discovery Meeting

Head to the website today to book a Free Discovery Meeting. Alternatively, you can call Neil on 024 75 264 392.

About Plan with Neil

Plan with Neil is a trading name of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority: FCA number 460421

The services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority

More information on the site is available here.

The full privacy policy is available here.

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