Neo Wealth Ltd

About

Neo Wealth Ltd is a regulated financial advisory firm based at Royal Business Park in Cheadle, Greater Manchester.

The company provides personalised financial advice covering wealth growth, risk management, tax optimisation and retirement planning, working with clients to develop tailored strategies aligned to their individual goals and circumstances.

Services include investment portfolio management, tax planning to minimise liabilities, financial protection strategies, and goal-focused planning for major life milestones. Clients can access their accounts online to view portfolio performance and financial insights. The firm is directed by Clare Cherry.

Common questions

Where is Neo Wealth Ltd based?

Neo Wealth Ltd is based at Neo Wealth, Royal Business Park, 5300 Lakeside, Cheadle, SK8 3GP, Greater Manchester.

What does Neo Wealth Ltd do?

Neo Wealth Ltd is a regulated financial adviser in Cheadle offering personalised wealth management, tax planning, investment and retirement advice to clients across Greater Manchester and beyond.

What sector does Neo Wealth Ltd work in?

Neo Wealth Ltd works in the Financial Services sector.

How can I contact Neo Wealth Ltd?

You can contact Neo Wealth Ltd by telephone on +44 161 388 8875, by email at clare@neofp.co.uk or through its website at https://neofp.co.uk.