Neptune Financial Management Ltd
About Neptune Financial Management Ltd
With a well established team, including three advisers each with over 15 years industry experience, Neptune Financial Management Ltd is able to provide a comprehensive and knowledgeable wealth management service to its clients. Our expertise covers the broad spectrum of financial planning and will help you to:

  • Grow your wealth, specifically through our distinctive approach to investment management.

  • Preserve your assets for long-term financial security.

  • Arrange adequate protection for you, your loved ones and your assets.

  • Effectively manage your capital and borrowings.

  • Secure the right mortgage solution, including “Lifetime Mortgage”/Equity Release plans.*
It is of course absolutely vital to regularly review your financial situation, to take account of changes in your circumstances, such as starting a family, changing jobs, buying a property, starting your own Business, approaching retirement, receiving an inheritance or requiring advice on long-term care fees planning.

In addition to providing clients with financial planning that they require to meet their existing needs and fulfil future goals & aspirations, we pride ourselves on keeping our clients abreast of market happenings and events that could affect their financial future. As such, we issue a weekly “Monday Market Bulletin” containing a round-up of the previous week’s financial news. You can view this via the “Market Update” link on the Home Page. The Investor, a quarterly magazine providing news and those all important fund updates, is also available.

Further information about the range of services offered by our practice is available on the Services page.


*To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
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