Your goals are our mission

Modern financial planning, for the journey ahead

Neil Henderson BA(Hons) FPFS

Chartered Financial Planner

Life can be better when you have a plan

Getting the most out of your future is all about laying the right foundations today. We work with people to help them identify and achieve their financial goals, then set them on the right course for success.

Based in the North East, we’re a modern, independent, boutique financial planning firm that puts your needs first. We use expertise and clever technology to create smart solutions that make planning for the future simple, helping you to enjoy life now with less on your mind.

You will likely have a picture in your head of where you want to be, and where you don’t. Together we will build a plan to best achieve, and protect, what is important to you.

We help professionals and their families

through every stage in life…

At work

As a hard-working professional, you want to create a good balance between work, life and planning for your future. You also want to ensure your family will be looked after in the event of unforeseen circumstances.

We’re here to help you plan for and protect what’s most important to you.
At retirement

As you approach retirement, you want to assess when you can afford to take the leap and stop working. Maybe you just want to start slowing down, or pursue something different.

We’ll help you explore your options and put a plan in place.
In retirement

Now you’re retired, you want to ensure you have the funds to last the whole of your retirement, support your family and enable you to spend as much time with them as possible.

We’re here to help give you the financial peace of mind you need.

What our clients say

Catherine & Steve

At work

Newcastle upon Tyne

Neil has always been approachable, and his work is thorough and of high quality. We feel listened to and that our needs are fully addressed and appreciate the work and efforts he puts into making sure we remain appropriately updated. I would not hesitate to recommend him to anyone.

Keith & Alex

At work

Northumberland

We feel much happier, better informed and secure after taking advice from Neil and putting his recommendations into action.

Chris

At work

Belfast

Neil has a wealth of knowledge and I am confident that he has put the best plan in place for us, so I can concentrate at what I am good at with peace of mind.

Phil & Katy

At work

Teeside

I feel the recommendations satisfy the gap between the cover offered by my employer and the protection required to minimise any financial impact should our future circumstances change. These products give me a great deal of peace of mind. Neil was easy to deal with, responsive and very knowledgeable in his field of expertise. I have full confidence in the advice that I was given by him

Reverend Tony

At retirement

Durham

Neil is a gentleman who genuinely cares about his clients. He makes each appointment personal and remembers from meeting to meeting every detail of your circumstances. He handles appointments promptly and efficiently as if you were his only client.