Neligan Financial

Enabling people working in and around Exeter plan for and live a successful retirement.

By helping you to be clear on what is most important to you whilst providing clarity about your financial future.

I established Neligan Financial to help my clients plan for the next stage of their lives. To help them live a successful retirement.

Experiences and happy memories are priceless, and preparing you financially to make these happen is just one way I can help you retire successfully.

The focus is always on you and your unique situation. By taking time to REALLY listen to you together, we can uncover what is most important to you so that we can put in place the most appropriate strategy for your money.

Having grown up in Exeter, I left home at 18 to teach in a school in Cape Town, South Africa, attend Aston University and then start my financial services career with Standard Life in London and latterly Surrey.

By 2008 I saw an opportuntity to use my knowledge and skills to add real value to people's lives and joined Informed Choice Ltd, a small but highly professional family run financial planning firm in Cranleigh, Surrey.

At Informed Choice I learnt how financial planning can make a positive contribution to helping people realise their hopes and dreams whilst minimising the risks that can de-rail retirement plans.

All that time Devon remained firmly in my heart and 20 years later I returned with my wife, Carol, and son, Edward, and set up Neligan Financial Ltd.


The objective of the business is to help the people of Exeter & East Devon to live a life of real wealth and purpose so that I can provide the same for my family.