When it comes to your finances, it’s good to have a clear view of what’s to come. Here’s how we’ll typically work together.
The mission ahead…
1.
Discovery
Our first meeting is all about getting to know you. We’ll spend this time establishing your goals, what’s important to you, what you’re looking to achieve and why, so we can build a clear picture of where you are now versus where you want to be in the future. A discovery meeting typically lasts 40 minutes and is held via Zoom/Microsoft Teams.
2.
Exploration
We’ll continue to explore the specifics of your current finances, needs and goals. We’ll use our online portal to share information securely and efficiently. We need to understand your investment experience and knowledge, educating where required, and assess your attitude and tolerance towards investment risk. You need to understand and be comfortable with everything, or we don’t do it.
3.
Evaluation
Now it’s over to us to take a deep dive into your situation. We’ll review your position now and how it could change – for good and bad. We will create scenarios that show your current and alternative paths you could take to achieving your goals. We will consider and highlight any shortfalls and look at your options, opportunities, and threats to build the best plan for you.
Recommended changes are very often incremental ones, and we explore what they look like and how they can impact the trajectory of your journey.
4.
Financial plan
Using everything we’ve learned so far, we’ll build your bespoke financial plan. We’ll then arrange a meeting to present to you,
talking through our recommendations in detail. You’ll have plenty of opportunities to ask questions and discuss how you want to proceed – we’ll only ever go forward once you’re completely happy with your plan, fine print and all.
5.
Implementation
Once you’re happy with your financial plan and all of the necessary documents and paperwork have been signed and completed, we’ll start to put things into action. We will liaise with the relevant providers and ensure your investment and protection details are in their online systems.
6.
Ongoing planning
To help you achieve the best possible outcomes in the long term, it’s important to regularly revisit your plan. This gives us the chance to assess how well it’s serving you on your journey to your goals, and whether we need to make any changes. After all, life is always changing – we just need to move with it! We’ll typically meet and do this at least once a year.
Our fee philosophy
We think it’s important for you to have a clear understanding of how we work and what you’ll be paying for before you commit to any costs. That’s why we always offer an initial consultation free of charge, and will discuss any costs with you in full before you sign up for our services.
We’re also aware that everyone’s circumstances are unique, so you should be able to choose the service level that’s best for you. Our fees are structured in a way that encompasses the full scale of services we offer, from one-off transactional advice to ongoing financial planning services.
Smart – We take a sensible, evidence-based approach to investing money, capturing market returns to grow and maintain wealth, keeping costs low and tax efficiency high.
Strategic – Financial markets will be key to the success of your financial plan in the long-term. We use suitable risk adjusted investment portfolios that don’t put all of your eggs in one basket.
Sustainable - We believe that maximising potential for returns and doing the right thing are not in conflict. That’s why we favour investments in socially and environmentally responsible companies.
Stay focused – There will be short term fluctuations that we can't predict and it can be hard to hold fast in times of volatility. We’re here to guide you and help you stay focused on your goals - financial markets have a history of being profitable in the long term.
Stay on track – We do this with our ongoing planning service to monitor and review progress to achieving your needs and goals, generating better outcomes.
The value of investments and income from them may go down. You may not get back the original amount invested. Tax treatment is based on individual circumstances and may be subject to change in the future. The Financial Conduct Authority does not regulate tax planning.
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Andrew Keyes
17 August 2026
We have really appreciated Neil's friendly and reassuring approach to financial advice. He was keen to understand what financial decisions meant to us, looking at how financial planning can support what is most important to us. He is knowledgeable about product, too, but the emphasis was on purpose, with strategy and product supporting that. Highly recommended!
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stephen smith
14 February 2025
The financial world is so complicated I needed professional help. Neil is very down to earth whilst remaining professional. He is easy to understand and provides excellent backup to his recommendations.
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Lucy Bridle
13 February 2025
Would highly recommend Mission Financial Planning Ltd. Neil is extremely knowledgeable and approachable and is able to offer advice in an easily digestible manner. I love how they send clients personalised video updates explaining how their investments are performing - made me feel like they really care.
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Stephen Helm
19 August 2024
Neil is an excellent choice if you are looking for financial advice, and in particular in our case m, planning for our personal, and family, financial futures. Neil is diligent, extremely thorough and knowledgeable about a pretty complex world of investments - we really needed a guiding hand to be a bit smarter with our finances and Mission Financial planning have been ideal in coming up with a strategy suitable to our situation and needs. What is also very comforting is you feel in a very safe pair of hands with Neil - he’s trustworthy, happy to answer any question no matter how daft you feel it is, and most importantly he has your best interests at the front and centre of the advice he provides.
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Mark Thompson
4 August 2024
I've had an excellent experience with Neil from MISSION. He is knowledgeable, patient, and really good at making complex financial topics easy to grasp. I appreciate how personalized his advice has been and how he is always ready to answer my questions (however large or small). My financial situation has improved significantly thanks to is guidance and he is always thinking one step ahead. If you're looking for a trustworthy and competent financial advisor, I highly recommend Neil.
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Anne Calder
4 August 2024
Once again, I am very impressed with the prompt, detailed information and sound advice received from Neil Henderson at Mission Financial.
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Anne Calder
16 October 2023
Neil is a most personable advisor. He provides trusted advice, on pensions and investments in a clear and concise way. I would have no hesitation recommending his services.
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jillian blythe
25 October 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.
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Alison Bell
11 October 2022
I have been with Neil for many years and I am quite satisfied with the investment and the service provided.
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Catherine Aldridge
11 October 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.
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james langtry
23 August 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
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Sylvia Worthy
23 August 2022
Mission Financial Planning Limited gives an outstanding service. Neil gives sound advice and has a comprehensive knowledge. Overall a first class service.
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Alexandra Lupton
4 August 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!
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Mike Reynolds
13 April 2022
Neil from Mission provided helpful and insightful advice on retirement planning and protection. Thanks!
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Roger Gabriel
12 April 2022
Excellent service and advice - couldn't recommend him highly enough
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Sean Mckeon
6 April 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.
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Reverend Tony Holden
4 April 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.
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Philip Battle
2 April 2022
I feel Neil’s 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
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Cathryn Hunt
31 March 2022
I have known Neil for almost 20yrs and he has consistently advised me in the areas of pensions, investments and other financial matters at various key stages in my life. We have built up a trusting relationship and I would highly recommend his company, Mission Financial Planning, as an organisation that you could trust to listen, analyse and provide objective recommendations that will almost certainly help you achieve your financial goals, whatever they might be. It has been fantastic to see Neil set up a modern, digital financial planning company that is already feeling refreshing to deal with.
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Ian Brown
29 March 2022
Great personal and personable service received from Neil-he is a breath of fresh air to deal with during these stressful times.
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Dan Younger
29 March 2022
Neil at Mission Financial Planning delivers an excellent level of service, in all areas. He really listens to your individual needs, he explains thinks clearly and guides you through every step of the way. Very pleased with the progress and Neil is always approachable and happy to help!
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James Owen
28 March 2022
Neil really took time to understand my situation and goals for the future/ retirement plans. He helped me put in place a pension and an ISA that reflects this and gives me an idea what I need to work towards. He also arranged mortgage protection for my family, which gives us good security. Would 100% recommend Neil and mission financial.
