Guides

Each month, we produce a guide focused on the financial and lifestyle planning topics that may be of interest to you. They are free to download and keep and explain one topic in a little more detail.

10 really fab things the Beatles can teach you about successful financial planning

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The essential guide to mortgages

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7 valuable behaviours for successful investing

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10 things you can learn about your financial plan from these ABBA hits

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Guide: Everything you need to know about annuities when creating a retirement income

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10 incredible destinations to add to your bucket list

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The guide to using equity release to unlock property wealth later in life

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Guide: 7 useful questions if you plan to take a flexible income from your pension

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10 magical life and money lessons you can learn from Disney

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Intergenerational wealth planning: Your options when passing on wealth to the next generation

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How to manage the harmful effects of inflation on your wealth

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The parents’ guide to paying for university and student loans

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Financial wellbeing: 4 steps to creating a financial wellbeing plan

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The ultimate guide to National Savings & Investments

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Your guide to pension consolidation: The pros and cons you need to know

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The essential guide to ISAs

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The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

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10 new year resolutions that could boost your financial wellbeing

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Guide: 12 of the best Christmas markets to enjoy in the UK and Europe in 2022

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Behavioural biases: How they impact your financial decisions

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Financial wellbeing: 6 ways to help you make better financial decisions

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jillian blythe
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
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
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
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
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
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
Mike Reynolds
13/04/2022
Neil from Mission provided helpful and insightful advice on retirement planning and protection. Thanks!
Roger Gabriel
Roger Gabriel
12/04/2022
Excellent service and advice - couldn't recommend him highly enough
Sean Mckeon
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
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.