Financial Planning for a Confident Future
Personalised, regulated advice that evolves with your life — so you can grow wealth, manage risk and optimise tax with clarity.
Personalised, regulated advice that evolves with your life — so you can grow wealth, manage risk and optimise tax with clarity.
At Neo Wealth, we believe financial advice should be clear, personal and focused on your life – not just your money. Our team of experienced advisers works with you to create tailored strategies that protect and grow your wealth for the future. We combine deep market expertise with a personal, approachable service, ensuring every plan reflects your goals, values and priorities.
The limited weekly amount the state offers when you're off work ill.
Every 22 mins, a UK child loses a financially dependent parent.
The % of UK adults who do not have a life insurance policy.
Rating on Trustpilot with 87% 5 star reviews.
Explore our core services designed to protect, grow, and manage your wealth.
The right financial plan gives you clarity, security, and the confidence to make decisions for your future no matter what life brings.
Gain the clarity, structure, and personalised strategies you need to grow your assets consistently.
Leverage smart strategies to legally minimise tax liabilities, so you can retain more of your income.
Protect your finances with tailored safeguards that ensure resilience against unexpected events.
Stay on track to reach major life milestones through disciplined, goal-focused planning.
Log in anytime to view your personalised financial insights, track your wealth goals, and securely manage your portfolio. Your account is protected with bank-grade encryption, giving you peace of mind — wherever you are.
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We’re proud to have earned the trust of clients across all walks of life here’s what they have to say about their experience with Neo Wealth. Take a look at some of the messages shared across Trustpilot and Google Reviews from our satisfied clients.
Phenomenal service throughout, I cannot say enough good things about Neo. Ashleigh and the team were extremely helpful at every point of the process and couldn’t do enough. I have already recommended them to two family members who are using their services and will continue to sing their praises.
My husband and I have been very happy with the service provided by Neo Wealth since we joined them. I believe that their rapid action with our investment portfolio just before the new financial year has potentially saved us a lot of future tax burden. Everyone we have either spoken to or emailed has been extremely professional.
I am dealing with Ashleigh and Louis at Neo Wealth. I 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.
I moved my account from another IFA to Neo Wealth. The transfer was smooth and Neo’s account management and the customer service were very professional.
The communication has been excellent with regular online face to face meetings, straightforward clear advice and prompt execution of the requisite paperwork. I would recommend this company.
I am very happy with the service I have recently had from Neo Wealth. I requested to withdraw some funds and this was dealt with by Ashleigh very quickly. She also kept me informed along the way. 10/10!!
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Your financial future deserves more than guesswork. Let’s create a tailored plan that grows your wealth, reduces risk, and keeps you on track to achieve your life goals.