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Neales Financial Management Limited



 

Established in 1978 we have been proud of our consistent record of providing reliable advice for clients.

Many family members have followed on from our original clients with many having been looked after by us for more than 30 years. We provide straightforward advice on most key areas of investment and pensions looking to source reliable returns at an agreed level of risk.

We believe that everybody wants to be treated as an individual and endeavour to achieve this through regular contact and reviews .

The Financial Conduct Authority says we should treat customers fairly and produce consistent client outcomes. Without a personal and professional service, this cannot be achieved.

We will meet you wherever convenient, at home, our offices or a convenient location. Our charges are extremely competitive with a free initial meeting, a minimal one-off administration fee is payable in set up of an investment or pension plan and then an ongoing fee for our advice and review services going forwards. There is no minimum investment amount as we believe everybody who needs advice should get it!

We pride ourselves on robust investment research and individual portfolios for all. In short, we truly tailor the advice to the individual’s needs.

How to contact Neales Financial Management

Tele – 01934 806578

Email – nealesfmgt@gmail.com

Web – nealesfmgt.co.uk

 

Full Address

Suite 32, Pure Park

137 Pastures Avenue

St Georges

Weston Super Mare

North Somerset

BS 22 7SB

Contact information

Tele – 01934 806578

Email – nealesfmgt@gmail.com

Web – nealesfmgt.co.uk