Who We Are
About Neo Wealth | The Neo Wealth Financial Planning Team
About Neo Wealth | The Neo Wealth Financial Planning Team
At Neo Wealth, our mission is simple: to make people’s lives better by providing accessible, affordable financial advice. We believe everyone deserves support to take control of their financial future with confidence, regardless of their needs or ambitions.
We provide independent, professional and unbiased financial planning, tailored to each client’s unique needs. We cut through the complexity of savings, pensions, investments and tax, delivering honest, regulated advice you can trust.
Neo Wealth brings together a knowledgeable, experienced team dedicated to delivering clear, personalised and long-term financial guidance. Our advisers work collaboratively behind the scenes to ensure every client receives consistent support at every stage of their financial journey — from building wealth to protecting it for the future.
We’re here to guide you through life’s financial decisions — from planning for retirement to investing or buying a home. We take the time to understand what matters to you so we can build a plan that supports your goals with confidence.
We care deeply about helping people feel secure in their financial future. Our team stays informed, engaged and committed to giving every client thoughtful, responsible and up-to-date advice.
Everyone should have access to clear, professional advice. We keep our pricing transparent and our guidance straightforward, making support available to clients at every stage of life.
Financial advice shouldn’t be overwhelming. We explain everything clearly, avoid jargon and keep you fully informed so you always feel confident about your options and next steps.
Our experts bring their knowledge in financial planning and wealth management to the table, guiding you with integrity, innovation, and trust toward sustainable growth.
Neo Wealth is authorised and regulated by the Financial Conduct Authority (FCA). We are committed to upholding the highest standards of professionalism and integrity, ensuring your financial security is always our top priority.
You can keep on top of relevant industry news by checking out our blog page, where we discuss topical subjects to further help you answer any questions you may have. We also have free wealth calculators, pension calculators and free download guides throughout the website.
Ashleigh is a highly qualified CII Level 9 Wealth Adviser with over a decade of experience in financial services. In 2020, she founded her own wealth management company, collaborating with some of the industry’s top professionals. She now leads the wealth management group at Neo Wealth, bringing her expertise in client engagement, problem-solving, and building long-term relationships.
Ashleigh’s passion for face-to-face interactions fuels her dedication to delivering personalised advice and tailored solutions for each client’s unique financial needs. She specialises in wealth management, retirement planning and crafting bespoke financial strategies for entrepreneurs, with a focus on tax efficiency and legacy planning. She believes in building partnerships, not just portfolios, ensuring your financial plan is a living strategy that evolves with you.
James began his career in retail banking at HSBC, where he spent seven years as a mortgage manager, progressing to work with SME clients on their personal finances. In 2018, he co-founded Melius Finance, where he expertly oversees the firm’s daily operations and client services.
Now, James has established the wealth division of Neo Wealth, channeling his extensive experience into meeting clients’ comprehensive financial planning needs. His specialisms include financial planning, investment management, and retirement planning. He focuses on providing tailored, long-term strategies for success, ensuring that every client’s financial journey is smooth, transparent, and effective.
As a Director of Neo Wealth, Amy Hall has been instrumental in shaping the firm from day one, working alongside Ashleigh Cherry to build, develop, and continuously strengthen the business. With a strong focus on operational leadership, client experience, and long-term growth, Amy plays a central role in ensuring Neo runs smoothly while evolving to meet the needs of its expanding client base.
Amy is passionate about helping clients manage and protect their wealth, providing guidance that supports both their financial goals and personal aspirations.
In addition Amy is now able to offer a dedicated mortgage service, adding further value to clients by supporting them across one of the most significant areas of their financial lives.
Driven, knowledgeable, and client-focused, Amy continues to support the growth of Neo Wealth while ensuring every client receives a thoughtful, high-quality, and personalised service.
With over 30 years of experience in financial services, customer service, and administration, Rachel Taplin is a highly skilled professional recognised for delivering a smooth, reliable, and confident end-to-end client experience. As Neo’s Client Manager, she plays a central role in ensuring every client receives the highest level of care and support.
Rachel is often the key point of contact between clients and advisers, acting as the go-to person for swift support and clear guidance. Her extensive knowledge allows her to answer many queries immediately, ensuring clients feel informed, reassured, and well supported throughout their journey with us.
Consistently praised for her approachable manner and dependable service, Rachel has built strong, lasting relationships with clients—reflected in the positive reviews and feedback she receives.
Practical, proactive, and highly organised, Rachel is Neo’s administrative expert, keeping processes running smoothly and upholding the high standards our clients expect.
Astyn is the newest member of the Neo Wealth team and leads our Business Development function. He plays a key role in driving organic growth by engaging with clients, businesses, and professional partners, ensuring they are connected with the right services to support their financial goals.
Working closely with Neo’s proactive and structured approach to new client relationships, Astyn identifies opportunities through referrals, targeted outreach, and strategic partnerships. He helps guide new clients through a clear onboarding process that emphasises transparency, compliance, and personalised financial planning.
With strong communication skills and a natural ability to understand people’s needs, Astyn builds trust quickly and introduces clients to the value of comprehensive reviews and long-term financial strategies. He also supports Neo’s growth through strategic social media activity, strengthening awareness of our services.
Driven, personable, and relationship-focused, Astyn is committed to expanding Neo Wealth’s network and ensuring every new connection begins with clarity and confidence.
Steve Sutton is a proud Yorkshireman with decades of experience in the financial services industry. Known for his straightforward approach and deep technical knowledge, he has built a strong reputation as a trusted and highly experienced adviser.
Before joining Neo Wealth in 2023, Steve owned and ran his own Financial Advisory firm for more than 25 years, working as an independent adviser and supporting a wide range of clients with tailored, long-term financial guidance. His experience spans key areas including wealth management, retirement planning, tax mitigation, offshore investing, and both corporate and personal protection.
Respected for his professionalism and client-focused mindset, Steve remains committed to helping individuals and businesses achieve lasting financial success. His dedication to staying informed on industry developments and regulatory changes ensures every client receives informed, compliant, and high-quality support.
