Testimonials

“We have known and been advised by Neal & Co since the days of founding father Sid Neal, who looked after the business and personal affairs of my father-in-law, managing director of one of the largest manufacturing opticians in the Midlands. This association continues up to the present day as advisers and executors. We have always relied on the company to provide us with sound, consistent financial and investment advice, and look upon our adviser as a personal friend.”

 

“My family have been with Neal & Co since 1946, when my parents opened a retail shop and Sidney Neal took on the accountancy and tax concerns for them. I can truly say that over the years the entire staff has always been obliging, friendly and patient in explaining any difficulties.  All our business work, as we grew - annual returns, tax advice, VAT returns and wages - sometimes done at our premises or at their offices, was carried out most efficiently. Our family business closed in 2007, but I am happy that they still organize and monitor my pension affairs. I have really enjoyed our long relationship and I wish the business an ever long and fruitful existence, so well deserved.”

 

“I was really worried about being responsible for Auto Enrolment, it’s a huge task for a small company and I had never done anything with pensions before. You helped to simplify it and guide me through the process. You have given us an excellent and friendly service and are always happy to help with any queries as that come up. We’re happy to recommend you!” 

 

“For over ten years, both my wife and I have all of our financial assets managed by Kate Bond. Having had quite poor experiences with other advisors in the past, we can genuinely say that Neal & Co has met and surpassed our expectations. They take the time to really know their clients which gives every confidence that not just our financial goals are well understood, but also our comfort level. Kate has played an integral role in building our personal well-being, providing long term financial plans which have been invaluable for my wife's retirement and subsequently as I now transition from employment with a blue chip company to semi-retirement and setting up my own business. Kate has always done the research to make sure our financial assets are well managed; and most importantly, she takes time to explain everything in layman’s terms. As a result, we feel secure about our financial future”

 

“We’ve always been very pleased with the friendly, professional service, which has been tailored to give us the right level of advice and support when we need it to confidently manage our financial investments and planning.”

 

“I have been a client of Neal & Co since starting my freelance business in the early 2000s. Robert Chance has been an invaluable source of advice on tax and incorporation issues and always manages to de-mystify my tax return. I have recently taken out a pension plan on the advice of Kate Bond, who took time to understand what I wanted to achieve and how I wanted my money invested. Highly recommended both as an accountancy firm and as a financial adviser.”