Building up your wealth
You're working hard and you want to make sure your money is working just as hard. Whether it's growing your investments, making use of your tax allowances or protecting what you're building, our local advisers in Boston, Lincolnshire can help.
Is this you?
I want my savings to work harder but I'm not sure where to start
Many people have money sitting in cash savings accounts earning very little. We can help you understand your options and find an investment approach that fits your goals and how much risk you're comfortable with.
I've started a workplace pension but I'm not sure it's enough
Auto-enrolment minimum contributions are a floor, not a target. We can review what you're saving and help you understand whether you're on track for the retirement you want.
I want to protect my income and my family if something goes wrong
Life insurance, critical illness cover and income protection are all things many people put off. We can help you understand what cover may be appropriate for your circumstances and find a cost-effective solution.
I don't know what to do with a lump sum I've received
Whether it's a bonus, an inheritance or savings you've built up, we can help you invest it in a way that matches your objectives, time horizon and attitude to risk.
How we help
Our advisers take time to understand your situation before making any recommendations. We'll look at what you already have, what you want to achieve and what you can afford, then build a plan around you.
- Personalised investment strategy based on your goals and risk appetite
- Risk-assessed portfolio construction with access to Omnis and Openwork model portfolios
- ISA planning to make the most of your annual tax-free allowances
- Workplace pension review and additional contribution planning
- Life insurance and critical illness cover advice
- Income protection insurance to cover you if you can't work
- Tax-efficient investment structuring
- Regular reviews to keep your plan on track as your life changes
Based in Boston, Lincolnshire
"Leo has helped me in many aspects regarding investments and planning for the future. Yes I have been happy with the outcome."
Verified client of Leo Neal, TNS Financial Services
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Investment planning
Personalised investment strategies tailored to your goals and risk profile.
Learn moreWealth management
A holistic approach to growing and protecting your financial assets.
Learn moreProtection planning
Life insurance, critical illness and income protection advice.
Learn morePension planning
Make sure your pension is working as hard as you are.
Learn moreReady to make your money work harder?
Speak with one of our local advisers in Boston, Lincolnshire for a no-obligation conversation about your financial goals.