Planning your financial future should feel clear, not complicated. At Neo Wealth, we provide personalised, regulated financial advice to clients across Knutsford, helping you grow your wealth, manage risk and optimise tax with confidence. Whether you are preparing for retirement, protecting your family or making your savings work harder, our team builds a plan around your life and goals, not just your money.
To start the conversation, call us on 0161 388 8875 or email office@neofp.co.uk. You can also reach us through our contact page to book an initial meeting at a time that works for you.
Choosing the right financial advisor is one of the most important decisions you will make. You want someone who listens, explains options clearly and gives advice you can genuinely trust. That is exactly how we work.
As an independent, professional and unbiased financial planner, Neo Wealth cuts through the complexity of savings, pensions, investments and tax. We keep our pricing transparent and our guidance jargon-free, so people across Knutsford can access clear, professional advice at every stage of life.
Studies consistently show that people who take financial advice are better off than those who do not, with larger pension pots, higher investment values and stronger savings. Our aim is to help you feel that difference in your own plan.
Everyone’s situation is different, so we build tailored strategies designed around your circumstances, values and ambitions. For clients in Knutsford, that means practical support across every area of financial planning, delivered by advisers who take the time to understand what matters most to you.
We help you structure your assets so they work hard and stay on track. Smart, structured planning keeps your goals in sight, whatever the future brings, and frees up your time to focus on the things you care about.
Retirement decisions carry real weight. We simplify your pensions, track down old schemes and guide you through accumulation, drawdown and transfers. The result is a clear retirement plan that supports both your future and your family’s.
Our investment approach is built around you. We construct diversified portfolios based on your goals, risk appetite and time horizon, using technology to keep charges low and show clearly where your money is invested.
The more you earn or hold, the more tax you may face. We help you use annual allowances and exemptions, place assets in efficient wrappers, and plan for inheritance tax so more of your wealth stays where you want it.
Financial security starts with protecting what you already have. We identify the key risks worth insuring against and source suitable cover from reputable providers, structured to give your family and business maximum benefit for every pound spent.
Alongside these areas, we also advise on savings and ISAs and mortgage arrangements, giving Knutsford clients a genuinely rounded service under one roof.
Financial advice should make your life better, not more confusing. That belief shapes everything we do.
Our leadership brings real depth of expertise. Ashleigh Cherry, our CEO and Wealth Advisor, leads a team that includes Wealth Manager James Ahmed, Director and Mortgage Advisor Amy Hall, and Steve Sutton Dip FA. Together they guide clients with integrity, care and a genuine commitment to long-term outcomes. You can meet the full team and read more about our story on our who we are page.
Reassuringly, Neo Wealth is authorised and regulated by the Financial Conduct Authority, so the advice you receive meets the highest professional standards.
We keep our process transparent and straightforward, so you always know what to expect. It follows three simple stages.
We start with a thorough fact-finding conversation to understand your objectives and requirements. We assess your views on risk, introduce cashflow modelling and present our retail client agreement, giving you a clear picture from day one.
Next, we produce tailored investment and planning reports covering strategy and asset allocation. We assess tax efficiency and product flexibility, carry out fund switches where beneficial, arrange new products and manage out-of-market risk on any transfers.
Financial planning is a lifelong journey, so we keep your plan current. We update it as your circumstances, objectives and attitude to risk change, and regularly review your strategy, performance, cashflow forecast and continuing suitability.
Our clients tell the story better than we can. They describe helpful, expert guidance, a team that keeps things simple, and advice that genuinely improves their financial confidence. Many come to us through personal recommendations, and our five-star review profile reflects the trust people place in us.
From first-time savers and new parents planning for their children, to established professionals managing complex pensions and investments, we support people across Knutsford at every stage of life. What unites them is the value they find in clear, personalised advice they can act on with confidence.
Your financial future deserves more than guesswork. Let us build a tailored plan that grows your wealth, reduces risk and keeps you on track to reach your goals.
To start the conversation, call us on 0161 388 8875 or email office@neofp.co.uk. You can also reach us through our contact page to book an initial meeting at a time that works for you.
We work with a wide range of clients, from those seeking advice for the first time to experienced investors with more complex needs. Whether you are planning for retirement, protecting your family, buying a home or building long-term wealth, we tailor our advice to your goals and circumstances.
Yes. We offer an initial meeting so we can understand your situation and show how we can help before you commit to anything. It is a relaxed conversation about your objectives, and you can book it at a time that suits you by calling 0161 388 8875 or emailing office@neofp.co.uk.
We advise across wealth management, pensions and retirement planning, investments, tax planning, protection and assurance, savings and ISAs, and mortgages. This rounded approach means we can coordinate every part of your financial plan rather than treating each in isolation.
After we implement your plan, we provide continuing support through regular reviews. We update your plan as your circumstances and goals change, and we review performance, cashflow and suitability to keep you on track for the future you want.
Yes. Neo Wealth is authorised and regulated by the Financial Conduct Authority, so you can be confident your advice meets strict professional and ethical standards.
Knutsford is a historic market town in Cheshire, England, situated to the south-west of Manchester and close to the M6 and M56 motorways. Known for its Georgian and Tudor-style architecture, independent shops and literary links to author Elizabeth Gaskell, the town combines heritage charm with an affluent, well-connected community. Its strong local economy and proximity to major transport routes make it a thriving base for families, professionals and business owners seeking trusted financial advice in the wider Cheshire and Greater Manchester area.
