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  • Neales Financial Management

     

    Investing today protects tomorrow

Welcome to Neales Financial Management Limited, Independent Financial Advisers in Weston Super Mare, Somerset

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01934 806578 or complete our short enquiry form and we'll be pleased to help you.

Our Areas of Expertise

Pensions
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introduction-to-pensions
Investments
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introduction-to-savings-and-investments
Taxation
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introduction-to-taxation
Wealth Management
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introduction-to-wealth-management
Business Insurance
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introduction-to-business-insurance
Equity Release
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introduction-to-equity-release
Financial Planning
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introduction-to-financial-planning
General Insurance
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introduction-to-general-insurance
Health Insurance
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introduction-to-health-insurance
Life Assurance
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introduction-to-life-assurance
Mortgages
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introduction-to-mortgages

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