About us
A financial planning firm with a difference.
Our mission, your future
Put simply, your goals are our mission. Our aim is to enable people to live a happy, healthy life – one that allows them to both plan effectively for the future, while also enjoying the here and now. The part that comes in between is the journey – and we’re here to guide you all the way.
Our approach to financial planning is all about embracing innovation and technology in a way that lets us add real value, while also keeping things simple. And with a small, focused team by your side, we can provide the high-quality advice you expect, with a unique personal touch.
Mission Financial Planning is spearheaded by Neil Henderson, a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS). Neil is passionate about helping his clients achieve their goals – find out more about his story.
Get to know NeilAbout is Chartered
Sustainability and value-aligned investments
Here at Mission, we favour a tilt towards investment in sustainable, fair and innovative companies that share our values. We believe that maximising potential for returns to achieve your goals and doing social and environmental good are not in conflict.
If you have core beliefs and values that are important to you, we can align your investment portfolio accordingly, whilst ensuring nothing compromises your ability to achieve your needs.
Professional collaborations
We partner with a small number of trusted professionals to provide an enhanced service for their clients. If you’re an accountant, solicitor or other professional adviser, we can work alongside your practice to offer a comprehensive, joined-up approach to your clients’ financial affairs. Just contact us to find out more about how a Mission partnership could benefit you.
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