How we work

A personal service from trusted experts

It might sound a cliché in today’s fast-paced world, but clients come to Neal & Co and stay with us because we care about you, your business and your family.

Of course, you can rely on Neal & Co’s experts to be up to date with the latest information, guidance, laws and regulations on all aspects of business finance, tax and personal financial planning issues. When it comes to your money, you need to be fully confident in the accuracy and relevance of our advice.

But it’s about more than just numbers. We know what it’s like to run a business, and the importance of giving you the latest information at the right time so you can plan ahead with confidence.

And when you’re at important stages of your life – the birth of a child, a wedding, retirement, moving house – you need to know that your personal finances can adapt to the change in your circumstances.

You can trust our team to put your interests at the top of their agenda. As a client of Neal & Co, you’ll have a personal manager who gets to know you, your business and your plans for your future, and the future of your family.

Whether you’re dealing with us face to face, on the phone or online, you can expect your personal manager to have a thorough understanding of your finances, an accurate and timely response to your queries, and advice and assistance that goes above and beyond the call of duty. All delivered in a friendly, informal manner.

And because we live and work in a 24/7 world, you’ll appreciate being able to access your financial information online, any time of day, any day of the week. You can log into your accounts and your investment platform direct from this website.