I have dealt with the financial advisor Steve Sutton for many years and trust him completely to give me good financial advice. He only started working for Neo Wealth last year so my rating is based s... See more
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
See what reviewers are saying
Just completed my initial call with Ashleigh from Neo Wealth and was impressed with the friendly and down to earth approach. Ashleigh explained in a clear manner how Neo Wealth can help me with my ret... See more
This is a fairly new IFA relationship for me so keen to see some changes to my portfolio with Neo’s help. Some of the reports I’ve received have been incorrect. I should not have to pick up errors,... See more
My Husband and I have recently become clients of Neo Wealth and already we have been most impressed with their professional and caring approach. We have a complex financial situation and after meeting... See more
Company details
About Neo Wealth
Written by the company
Welcome to Neo Wealth
We are passionate about helping our clients to live the life they want, look after those they love, and leave a powerful legacy.
Our aim is to help individuals and businesses to achieve their Financial goals. Our approach is straightforward & transparent, it's why we our network win awards. You tell us about your current situation and about your Financial objectives and when you want to achieve them.
Our services consist of Financial planning, investment management and tax mitigation. These components are inextricably linked, that’s why we combine all three into one First-class service.
FCA Regulated
All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified. Completely Secured.
Safe & Secure
All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified.
ICO On Your Side
Your experience is paramount to us - we offer 100% unbiased, bespoke and compliant advice with a transparent and upfront fee structure.
Visit our website Get In Touch
Contact info
Suite 210, 5300 Lakeside, Cheadle Royal Business Park, Cheadle, SK8 3GP, United Kingdom
- 01613888875
- office@neofp.co.uk
- neofp.co.uk
4.4
Excellent
69 reviews
Replied to 50% of negative reviews
Typically replies within 2 weeks
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
wouldn't hesitate to recommend
I was looking for a full financial review to understand my pensions and various allowances. The team have been brilliant from start to finish, informative, proactive and on the ball with readily available information. I have now got a clear picture and i'm happy with the plans i have in place. 100% recommend
19 August 2022
Really positive experience working with…
Really positive experience working with Neo Wealth. Both my husband and I required some help with financial planning for the future and we were unsure where to go for help, what products and options were available to us and how was best to go about organising it. A friend gave me the details for Neo Wealth and they have been so helpful. All the team are friendly, eager to help and respond to you very quickly. They keep you updated with all processes and are very transparent with any fees or additional services that they provide. Looking forward to continuing to work with them to grow my future pot.
11 July 2022
Felt as though I was dealing with…
Felt as though I was dealing with people who knew what they were doing and had my best interest at heart.
10 June 2022
Attention to detail
Neo is a pleasure to deal with, Ashleigh and the team are very thorough and ensure all important documents are properly received.
13 September 2022
Disappointed
Process slow and even with the promise of transparency still none the wiser.
Unclear on growth of capital and charges being taken.
1 September 2022
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.
Learn more about other kinds of reviews.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.