Home › Financial Planners › Jon Neale
Based at
Position
Serving clients in
Blackburn, Carlisle, Fylde, Keswick, Lancaster, Cumbria, East Lancashire
Jon Neale
Senior Associate Director, Chartered Financial Planner
Jon is a Chartered Financial Planner and Pension Transfer Specialist and spends much of his time advising clients who are approaching retirement or have already retired. He has a particular focus on high value or complex pension and investment planning, creating bespoke retirement plans, Inheritance Tax planning, and advising both individual clients and business owners.
Working across Northern England, Jon sits alongside his clients to create a financial plan to allow them to retire comfortably and protect their wealth.
Jon lives in Lancashire and enjoys spending time with his wife and three daughters. When time allows, he can be found enjoying sport including football, or walking in the great outdoors.
Expertise in
Talk to Jon, call Amber River True Bearing today
Articles related to Jon and his team
How to prepare financially for a bereavement
Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT on school fees
Paul Mullin: From the pitch to planning
Learn how Paul's sporting background shapes his approach to financial planning, helping clients secure their financial futures.
How much money do you need to have a financial adviser?
Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a secure financial future
Jen Lancaster: From city trading floors to the Ribble Valley
Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and genuine care to her clients.
Giselle Clayton: Providing peace of mind and practical financial solutions
An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to, and one that gets them to where they need to be
Mark O’Neill: Painting pictures of a prosperous retirement
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients
Five tips for later life planning
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for later life
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.
Andrew Sutherland: The rapid responder with a patient approach
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"
Should I be thinking about sustainable investing?
An increasing number of us are primarily guided by our conscience when it comes to money and we're choosing sustainable investing
