Independent Financial Adviser
South East
Neli is an Independent Financial Adviser who works closely with both corporate and private clients, with a particular focus on professionals, business owners, and clients going through separation and divorce. She supports clients in building and implementing long-term, strategic financial plans — helping them make confident decisions throughout their careers and into retirement.
Neli specialises in guiding clients through the complexity of pensions, investments, tax-efficient planning and protection, ensuring each strategy is tailored to the client’s priorities, timeframes and appetite for risk. Whether you are looking to grow and protect personal wealth, plan for retirement, or structure finances around a business or partnership, Neli brings clarity, structure and a calm, practical approach.
Her aim is simple: to help clients achieve long-term financial security in the most suitable and tax-efficient way, while keeping the plan understandable and manageable at every stage.
Neli has helped my husband and I to understand how and where our Pension funds were invested, and to advise us on what we should do with these funds going forward. She has overseen the transfer of our Funds, and continues to keep us up to date with how they are performing….We would not have taken this step without Neli’s advice, and feel confident that she has helped us to provide well for our future. She was also very good at explaining things clearly and simply, without being patronising.
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