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.

Neil Henderson

Chartered Financial Planner

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 Neil

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.

Get in touch

    
 
 
        
   jillian blythe 
 25/10/2022
 
 
  Neil advises us on our financial planning with diligence and confidence and consequently makes us feel we are 'in safe hands' regarding our financial planning going forward. He is very approachable and easy to get in touch with, which is reassuring and we get regular updates on current issues and how they may affect our personal finances.
We would not hesitate to recommend Neil to our friends and family if they were in need of an advisor.
  
 
       
   Alison Bell 
 11/10/2022
 
 
  I have been with Neil for many years and I am quite satisfied with the investment and the service provided.
  
 
       
   Catherine Aldridge 
 11/10/2022
 
 
  I highly recommend Neil Henderson, and in fact have actually recommended him to friends of mine who also continue to appreciate and benefit from his excellent service.  As others have already mentioned in these reviews; he is professional, approachable and extremely conscientious.  We have had a working relationship now for over 20 years and it is one that I value enormously as I think finding someone who not only offers such a high quality, individualised service, but also invests his time and energy into making sure everything is explained and clear, being available for advice and questions and generally being a friendly and trustworthy personality is a very rare thing these days. He has helped us with a wide variety of financial planning and complexities and we continue to see the benefit of this through the years.  I echo all the positive sentiments expressed on here and wholeheartedly recommend Mission Financial Planning.
  
 
       
   james langtry 
 23/08/2022
 
 
  Neil Henderson always goes the extra mile and gives as much time as necessary to make my financial planning work well. I particularly value the personal relationship, speedy response whenever called upon as well as the regular review of finances
  
 
       
   Sylvia Worthy 
 23/08/2022
 
 
  Mission Financial Planning Limited gives an outstanding service. Neil gives sound advice and has a comprehensive knowledge. Overall a first class service.
  
 
       
   Alexandra Lupton 
 04/08/2022
 
 
  Neil provided us with sound, reasoned advice - spending the time to clearly explain the pros & cons of various investment & planning strategies. This gave us great confidence that he genuinely cared & wanted the best possible outcome for our family’s financial security. We are already seeing the benefits of Neil’s advice and it is allowing us to better plan for our future!
  
 
       
   Mike Reynolds 
 13/04/2022
 
 
  Neil from Mission provided helpful and insightful advice on retirement planning and protection. Thanks!
  
 
       
   Roger Gabriel 
 12/04/2022
 
 
  Excellent service and advice - couldn't recommend him highly enough
  
 
       
   Sean Mckeon 
 06/04/2022
 
 
  Neil is very knowledgeable and keeps me up to date with progress on my pensions and investments on a regular basis, whilst making sure he understands what I need from them. Highly recommended.
  
 
       
   Reverend Tony Holden 
 04/04/2022
 
 
  I have been with Neil (my financial advisor) for a number of years now and I can honestly say that he has a trustworthy quality about him that you don’t often get from many professionals today. He always gives sound advice and is able to explain things simply and effectively and makes me feel comfortable when I want to ask further questions or need clarification on a subject, whether that be over the phone, in a meeting or by email, and nothing is too much trouble for him. I am exceptionally happy with the service Neil provides and have every confidence in him. I would recommend Mission Financial Planning without hesitation.
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 16 reviews