FAQs
Got a question? We have the answers.
Where are meetings held?
We’re all about embracing technology here at Mission, so meetings are typically held on Teams, Zoom or FaceTime. This saves us all valuable time to concentrate on what’s important and have a great conversation. It also allows us to extend our reach to friends and referrals outside of the North East of England.
Do I have to pay for an initial meeting?
We cover the cost of an initial Discovery Meeting of up to 40 minutes. The purpose of this is to see if we are going to be a good fit and get sufficient information to provide you with an initial proposal.
What do I need to have with me for an initial meeting?
We spend this time to start getting to know you, establishing your goals, what is important to you and what you want to achieve and why. We need to get a good picture of where you are now and where you want to be. We answer questions that we can at this stage. Having details of existing pensions, investments and protection plans will be helpful.
How long should I allow for an initial meeting?
Up to 40 minutes.
Do I have to sign up to your services at an initial meeting?
No. After the initial meeting, we both go away to consider our discussion. If we feel we can add value to you and your financial planning, we then provide a personalised proposal for you to consider if you want to proceed with us.
How can I book an initial meeting?
Just complete our online contact form and we’ll send you a link to arrange a video call at a mutually convenient time.
Are you independent?
Yes. We feel that operating on a non-restricted basis helps us give the best, most tailored advice.
Are you regulated?
Yes, we are directly authorised by the Financial Conduct Authority (FCA).
Can you advise on final salary/defined benefit transfers?
While Neil is qualified to advise in this area, we don’t currently offer this service. However, we will be more than happy to refer you to a trusted professional who can help.
What happens if my Financial Planner is away on holiday?
Our flexible working approach means we’re able to pick up and reply to messages and calls, no matter where we are.
What do you charge for a financial plan?
A comprehensive Mission Financial Plan costs £1,500, however this can vary depending on complexity. Sometimes we need an initial discussion to be able to calculate costs, which are presented as part of our proposal after an initial Discovery Meeting. Please see more information on our fees page.
Do you take a percentage of the investment / pension portfolio, or are your fees fixed for this service?
We charge fixed fees for initial work completed and a percentage of funds under advice for ongoing services.
Do you get commission?
We can receive commission for placing business with protection providers for life, critical illness and income protection insurances. This is after rigorous research to find the best provider for you.
Does my partner need to be at the meeting if they don’t handle the family finances?
That’s exactly why your partner needs to be there. If anything happens to you, they need to have absolute confidence in us and our ability to handle things.
What changes have you made due to the coronavirus pandemic?
With our preference for video calls over face-to-face meetings, we can help ensure the safety of our clients throughout the process.
jillian blythe25/10/2022Neil 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 Bell11/10/2022I have been with Neil for many years and I am quite satisfied with the investment and the service provided.
Catherine Aldridge11/10/2022I 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 langtry23/08/2022Neil 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 Worthy23/08/2022Mission Financial Planning Limited gives an outstanding service. Neil gives sound advice and has a comprehensive knowledge. Overall a first class service.
Alexandra Lupton04/08/2022Neil 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 Reynolds13/04/2022Neil from Mission provided helpful and insightful advice on retirement planning and protection. Thanks!
Roger Gabriel12/04/2022Excellent service and advice - couldn't recommend him highly enough
Sean Mckeon06/04/2022Neil 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 Holden04/04/2022I 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.
