Building lasting wealth takes more than picking a few funds and hoping for the best. At Neo Wealth, we provide personalised, regulated investment management for clients across Wilmslow, shaped entirely around your goals, values and time horizon. If you want a clear investment strategy backed by honest advice and ongoing support, get in touch with our team and see how we can help you invest with confidence.
Neo Wealth is a financial planning firm authorised and regulated by the Financial Conduct Authority (FCA). We help individuals and families in Wilmslow grow and protect their wealth through tailored investment strategies, transparent management and regular reviews.
No two investors are the same, so we never rely on off-the-shelf templates. Instead, we build bespoke portfolios around your circumstances, your appetite for risk and the future you want. Whether you are investing a lump sum, planning for retirement or reviewing an existing portfolio, our advisers take the time to understand what matters to you first.
Our clients in Wilmslow value straight talking, jargon-free advice. We explain every recommendation in plain English, so you always know exactly what you are invested in and why.
We combine deep market expertise with a personal, approachable service. Our investment management in Wilmslow covers the full journey, from your first conversation to the ongoing oversight that keeps your plan on track.
This structured approach helps your money work harder while giving you the reassurance that experienced professionals are watching your investments closely.
Choosing the right partner for your wealth is a decision that deserves care. Here is what sets our service apart for investors in Wilmslow and the surrounding Cheshire area.
Regulated, professional advice. We are authorised and regulated by the Financial Conduct Authority, and we hold ourselves to the highest standards of integrity. Your financial security is always our priority.
A team you can trust. Our advisers, led by CEO and Wealth Advisor Ashleigh Cherry alongside Wealth Manager James Ahmed, bring genuine experience in portfolio management, retirement planning and wider financial planning. You can learn more about who we are and the values behind our advice.
Clear, accessible pricing. Part of our mission is making quality financial advice affordable and accessible. We keep our guidance straightforward and our costs transparent, so there are no surprises.
Local, personal service. Based nearby in Cheadle, we are well placed to support Wilmslow clients with face-to-face meetings and a relationship that lasts for years, not just a single transaction.
Investing rarely happens in isolation. A well-built portfolio should sit alongside your pensions, tax planning and long-term goals. As experienced financial advisers, we look at the bigger picture so that your investments support the life you are working towards.
For many Wilmslow clients, that means connecting investment decisions with retirement planning, understanding how much pension you may need to retire comfortably, and using tax-efficient allowances wisely. If you have ever wondered what a financial planner actually does, the answer is simple: we help you make confident, well-informed decisions with your money and keep them on track as circumstances change.
Whether you are a first-time investor or moving your portfolio from another adviser, our goal is to give you clarity, structure and genuine peace of mind.
Our investment management service suits a wide range of people across Wilmslow, including:
If any of these sound like you, a conversation with a Neo Wealth adviser is a straightforward next step.
Your financial future deserves more than guesswork. With clear guidance, bespoke portfolios and a team that genuinely cares, Neo Wealth helps Wilmslow investors grow their wealth with confidence.
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.
You are not required to use one, but professional advice can make a real difference. With thousands of funds and constant market movement, the wrong decisions can hold back your progress. Our advisers give you the structure and expertise to invest with confidence.
We work with clients at different stages of life and wealth. The best way to understand whether our service fits your circumstances is to book an initial meeting, where we will discuss your goals and outline how we can help.
We conduct regular reviews and monitor your investments continuously, adjusting your strategy when your goals, risk tolerance or market conditions change. You always receive clear explanations for any changes.
Yes. Neo Wealth is authorised and regulated by the Financial Conduct Authority, giving you the assurance that your investments are managed responsibly and professionally.
Absolutely. We take a joined-up view of your finances, connecting your investment management in Wilmslow with pensions, retirement planning and tax efficiency so everything works together.
Wilmslow is a market town in Cheshire, England, situated on the River Bollin around 11 miles south of Manchester. Known for its affluent residential areas, strong transport links and thriving local economy, it forms part of the Cheshire “Golden Triangle” alongside Alderley Edge and Prestbury. The town is home to a range of professionals, business owners and families, making it a well-established location for financial planning, wealth management and investment advice.
