Plan with Neil
About the company
Neil Young is an Independent Financial Adviser based in Coventry, operating as Plan with Neil. The firm advises on mortgages, pensions, investments and protection policies, and serves clients across the UK.
Plan with Neil is an Appointed Representative of New Leaf Distribution Ltd. It offers financial wellbeing sessions and workplace pension scheme replacement for companies. The firm focuses on client groups including Wealth Builders, Retirement Planners, Conscious Companies and Millionaires Club. Plan with Neil provides a free initial chat and a free discovery meeting.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I’m not financially astute but that didn’t matter, Neil set up my pension for me. I’m now financially secure for the rest of my life. He guided me through the whole process, didn’t use jargon and ensured I was happy before moving on to the next aspect of retirement planning. I couldn’t be happier, thank you Neil.
Neil is professional and transparent and attentive. He responds in a timely manner and explain matters in plain English. If you ever need a financial adviser Neil is your first choice. I would highly recommend him
I had a great experience working with Neil and can confidently recommend him. From the beginning, he took the time to really understand my goals, concerns, and didn’t offer a one-size-fits-all plan. Everything was explained clearly and patiently, which made complex financial topics much easier to understand. What stood out most was his professionalism and responsiveness. Questions were answered promptly, and I always felt informed and supported when making decisions. The advice felt thoughtful, practical, and genuinely aligned with my long-term interests—not pressured. Thanks to his guidance, I feel much more confident about my financial direction and future planning. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I highly recommend working with Neil.
Neil has looked after our pension for a year, taking all our pensions and combining them into one pension. He talked us through the process and answered all our questions and provided a detailed financial plan and forecast. Our pension has grown significantly during this time and we have found Neil to be a very likable, friendly and approachable person. We are so pleased to have appointed him to be our financial advisor.
I’ve had a great experience working with Neil young]. He’s knowledgeable, professional, and always takes the time to explain things clearly. I feel more confident about my financial future thanks to his guidance. Highly recommend!
Neil has a very professional attitude towards the financial advice he is able to provide. He is very knowledgeable in all aspects of finance and I recommend the comprehensive service he provides.
Neil of "Plan with Neil" provides a great financial adviser service. His way of charging for his services is a little different to most advisers but it seems to be a good way of doing it. Have a look at his web site to see the details. It is all very clear and straight forward. I'm more than happy to recommend Neil if you are looking for a good financial adviser.
Financial advisers in Coventry compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 6 businesses in this category in Coventry are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Plan with Neil (this page) | ★ 5,0 | 31 | Yes |
| 2 | Burbage Finance LTD | ★ 5,0 | 31 | Yes |
| 3 | Godiva Financial Planning Ltd | ★ 5,0 | 16 | No |
| 4 | Future Perfect Financial Solutions Ltd | ★ 4,9 | 81 | No |
| 5 | Gregory Law Independent Financial Advisors Ltd | ★ 4,9 | 57 | No |
