We help clients to achieve the lifestyle they want to live now and have the piece of mind for their future needs. Life is not a rehearsal and precious time is slipping away. The process we operate is designed for people who want to develop a coherent plan for achieving a better life. Companion Financial Planning LLP is not responsible for the accuracy of the information contained within the non-regulated site.
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The information contained in the Twitter window above is not part of the regulated content of our website. Companion Financial Planning LLP is not responsible for the accuracy of the information contained within this non-regulated site. You voluntarily choose to provide your personal details via this website.
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I have 24 years experience working in financial services. In that time I have gained tremendous experience of helping clients achieve financial independence. Having worked with 2 previous companies in Leeds for 13 years we started Companion in 2013. I have known Neil for several years and when my company required pension's advice I had no hesitation in asking Neil to provide us with the benefit of his considerable knowledge.
People do not have time to educate themselves on basic personal financial principles and the importance of prudent financial planning - for the short and long term. To take it a step further you can seek the counsel of an independent Certified and Chartered Financial Planner who has the education, experience, knowledge and character to guide you on your personal and business financial needs.
We believe in working together with our clients to creating a financial plan guiding them to achieve financial freedom and live the life they want. Placing our client's interest first is a hallmark of professionalism. We act honestly at all times and do not place personal gain or advantage before the client's interest.
Neil has achieved Chartered status by passing The Advanced Diploma in Financial Planning. This qualification goes beyond the benchmark exam standards and enables professional advisers to develop their specialist planning capabilities. And with completion leading to Chartered status, this QCF Level 6 qualification gives holders clear differentiation from the main body of advisers.
Reviews (1)
Toni H. O'Sullivan
Jan 06, 2021
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