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Plan with Neil

Plan with Neil

5.0(31 reviews)See reviews ↓·Coventry

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

Retirement planning and the consolidation of workplace and private pension pots stand out as the tasks clients most often bring to this adviser. A theme running through the feedback is the straightforward and transparent way fees are structured, which reviewers describe as easy to follow and fair even where it differs from the usual approach. Neil Young is named across the feedback, with customers highlighting his patience in listening to individual circumstances instead of offering a standard solution. He is described as knowledgeable, professional and approachable, and as someone who avoids technical language when walking clients through complex decisions.

A number of reviews mention the confidence they gained about their financial future and the sense of being organised to meet longer-term goals. Being guided step by step through setting up a pension and shaping a retirement strategy is a recurring theme, as is the speed of his responses and his continued availability when questions arise later. Savings and investments also feature among the areas discussed. The clarity of the advice and the honest approach to charges round off the accounts, with clients describing a service built around their own objectives rather than a template.

Financial AdvisorInsurance brokerMortgage broker

Reviews

Reviews are taken from publicly available sources.

MR
Michael Reading19 June 2026

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.

JS
Jacob Saranga1 May 2026

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

SO
Steven Old9 February 2026

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.

SS
Stephen Smith25 January 2026

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.

MS
Mark Smith23 July 2025

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!

SL
Steve L15 April 2025

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.

GG
Geoff G8 April 2025

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.

RankProviderRatingReviewsOpen Sat.
1Plan with Neil (this page)★ 5,031Yes
2Burbage Finance LTD★ 5,031Yes
3Godiva Financial Planning Ltd★ 5,016No
4Future Perfect Financial Solutions Ltd★ 4,981No
5Gregory Law Independent Financial Advisors Ltd★ 4,957No
Contact
+442475264392www.planwithneil.com37 St Ives Rd, Coventry CV2 5FY
Working hours
Monday00:00–24:00
Tuesday00:00–24:00
Wednesday00:00–24:00
Thursday00:00–24:00
Friday00:00–24:00
Saturday09:00–13:00
SundayClosed