Post by Neil Young

Five years ago, I started Plan with Neil from zero. Since then, a lot has changed, but the most important things have stayed the same. I still love sitting down with people, having relaxed chats and helping them feel clearer and more confident about their money. I have the privilege of helping clients born in 1930s through to the 2020s. I'm building Plan with Neil to be here for clients and their families for decades to come. Plan with Neil has grown to a team of 3 people, and we can help with more of life's big financial and admin moments including pensions, investments, retirement planning, protection and mortgages as well as Wills and Estate planning, through our sister company. The aim is not to become the biggest firm in Coventry and Warwickshire. The aim is to become the most beloved. A firm people trust, value and happily recommend to the people they care about.