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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 by clicking on the form button below and we'll be pleased to help you.

Our Areas of Expertise

Wealth Management
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Business Insurance
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Equity Release
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Financial Planning
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General Insurance
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Health Insurance
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Life Assurance
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Mortgages
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Pensions
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Investments
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Taxation
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Stocks

Value Move %
FTSE 100
7535.3301 +26.6299 +0.35%
FTSE 250
19646.5098 +24.8496 +0.13%
FTSE 350
4170.0400 +13.0898 +0.31%
FTSE All Shares
4110.9902 +12.6704 +0.31%
Dow Jones
27154.1992 -92.1817 -0.34%
Nasdaq
7158.0000 -250 -3.37%

Currencies

Value Move %
GBP/EUR
1.1147 +0.0004 +0.04%
GBP/NOK
10.7179 -0.011 -0.1%
GBP/SEK
11.7348 +0.0173 +0.15%
GBP/USD
1.2460 -0.0004 -0.03%