0191 820 1575 team@missionfinancial.co.uk Client portal Contact us

The client journey

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.

View our full list of fees

View our full list of fees

Our Investment philosophy

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.
 
 
 
 
 
 
 
  
 
 
 
 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.
  
 
  
 
 
 
 
 
 
 Google rating score: 5.0 of 5, based on 16 reviews

We’d love to hear from you

Contact us

    We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and members of our team. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy

    Mission Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (www.fca.org.uk/register) under reference 955889.

    Mission Financial Planning Ltd is registered in England and Wales, under registration number: 13521233. Registered office address: Berwick Workspace, Boarding School Yard, 90 Marygate, Berwick upon Tweed, TD15 1BN.

    The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    If you wish to register a complaint please write to team@missionfinancial.co.uk or telephone 0191 820 1575.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

    Privacy policy Cookies policy

    © Mission Financial Planning