The Rural Enterprise Centre, Battlefield Enterprise Park, Shrewsbury, Shropshire
about us
Coniston Financial Ltd - providing professional, friendly and jargon-free Independent Financial Advice in Shrewsbury.
Coniston Financial Ltd is a team of experienced independent financial advisers on a local business park based in Shrewsbury. These Shropshire IFAs pride themselves on combining the best in professional independent advice with a friendly, approachable service. Neil Pharo and Emma Phillips are the main points of contact.
Coniston Financial Ltd of Shrewsbury
- Savings and Investment Planning
- Income Protection
- Mortgage Arranging
- Life Insurance
- Critical Illness Cover
- Retirement Planning
- Inheritance Tax Planning
- Pension Income Options
- General Insurance
- School Fees Planning
- Offshore Investments
- Trust Planning
- Business Succession Planning
You can chat with Coniston Financial Ltd at their Shrewsbury office or they are happy to meet at your home - whichever you'd prefer. They will offer the most appropriate financial solution for your individual needs from the entire marketplace and welcome any form of financial enquiry.
Neil can be reached on 01743 454980 and, for your convenience, 07940 716150 or feel free to use the email link at the top of this Business Feature.
Neil Pharo - Company Director & Independent Financial Adviser
Neil, born and bred in Shrewsbury, has over 20 years' experience as an IFA, and his experience and friendliness have built strong relationships with local families, solicitors, accountants, sports clubs and organisations. He has 3 children and they share a passion for sport, especially their beloved Wolverhampton Wanderers. Neil is the Director of Coniston Financial Ltd and would be delighted to answer any of your initial financial advisory enquiries.
Emma Phillips BA (Hons) - Independent Mortgage Adviser
Emma provides independent financial advice in the field of mortgages; helpful, impartial advice and again with access to the 'whole of market'. She has worked alongside Neil for over 8 years. Emma is also the Practice Manager at Coniston and has assisted many local people in Shrewsbury with her friendly, professional and independent advice.
Please mention the best of shrewsbury when contacting Coniston Financial Ltd."See why our customers choose us here."
A pension is a long term investment. The fund value may fluctuate and can go down.The value of investments and income from them may go down. You may not get back the original amount invested.
Inheritance Tax Planning is not regulated by the Financial Services Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgage advice, Coniston Financial Limited can be paid by fees or commission or a combination or both. Where a fee is charged in lieu of commission the typical fee is £1,000.
Coniston Financial Limited is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Services Authority.
© RM5 Ltd; Independent Financial Advice in Shrewsbury
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latest reviews
Neil at Coniston has provided me with sound advice regarding every aspect of my finances. I would wholeheartedly recommend him if you value a highly knowledgeable and straight talking approach.
Emma provided me with sound advice and product information. I felt she was trying to find the best deals for me, and was not pushy or trying to sell me something I didn't want or need. I would highly recommend her.
Neil provided a fantastic service when we were overhauling our financial planning (or lack thereof). Neil found the perfect policy for us, saving us money and giving us real peace of mind. Friendly, professional and able to explain in layman's terms the labyrinthine clauses of any policy, we would have no hesitation in recomending Neil and in fact, have just done so. Many thanks, Neil!
Neil's care and attention to detail identified that I was paying for financial cover that was not giving me what I needed. Not only was I delighted with the advice I received but he also saved me money! Neil, thank you for providing such valuable and honest advice.
Neil did a cracking job sorting out various financial issues for me both in relation to my personal affairs and also my business. I cannot recommend him and his team enough for their knowledge, efficiency and patience! Zoe Street, Director, Street & Company Solicitors
Not having always been an owner-manager of my own consultancy I knew it was really important to have a good pension in place. Unfortunately I had accumulated a number of these and was not sure which of them to keep paying into. David took me through the pensions and advised me on how each one was performing and how to manage them going forward. I must confess previously I have glazed over with other IFAs but the report they had written was easy to understand and I was able to make an informed choice, something I have lacked previoiusly with pensions. I now feel a large weight has been lifted off my shoulders. I can't recommend them enough - if you're looking for top advice with no hard-sell, you can't do better than call David at Coniston Financial Ltd.
I would like to take this opportunity to send you a testimonial for DAVID EDWARDS, my financial adviser, who in his work for me was very thorough and a credit to his company CONISTON FINANCIAL LTD.
Chris and I have known Neil Pharo for over six years, and have always been impressed not only with his professionalism and subject knowledge, but also his friendly approach, so we had no hesitation in contacting him when we needed to review our life insurance. We were not disappointed! A quickly arranged visit to our home, at a time to suit us, and a full discussion of our needs, and explanation of our options, resulted in exactly the cover we needed being arranged. Many thanks, Neil. And also our thanks to Emma Phillips who processed our "paperwork" so quickly and efficiently.
A first class service from Neil. We needed an overview of existing financial policies and sound impartial advice for our future retirement. Neil provides a friendly but professional service making us as confident as you can be in these turbulent times. We would not hesitate to recommend him to both friends and family; no hard sell just sound advice from a personable chap! A pleasure doing business with you, we will be in touch in the near future. Carol W
Jon and I have known Neil for years and finally got round to asking for advice on existing insurance policies, mortgage, etc. We are delighted with his suggestions and solutions and quite staggered at his breadth of knowledge and awareness of all things financial. I already recommend Neil to anyone who needs any type of financial advice, and will continue to do so with fervent enthusiasm.
We have recently taken out some permanent health insurance via Neil and have been so impressed with his approach and that of the whole company from the start. They have kept us informed every step of the way and are highly personable and knowledgeable in all that they do. We would not hesitate to recommend them to others and we will certainly be coming back for further financial ventures in the future. Thank you all so much.
As an owner-manager of my own consultancy I knew it was really important to have some insurance cover in place to protect earnings if I was unable to work, but didn't know what I needed or where to turn. Coniston were fabulous - not only did they advise me on the very best policy but they chatted through all of the options available and then managed the whole process and all the paperwork. I can't recommend them enough - if you're looking for top advice with no hard-sell, all from really lovely and professional IFAs then you can't do better than call Coniston Financial Ltd.
Many thanks to Neil for advising me on a couple of my existing pensions. He is friendly and knowledgeable and advised me that one pension should be moved and the other was great where it was. Honest, impartial advice. This made me decide to use Coniston for setting up a brand new pension scheme for my own company. The service from start to finish was exemplary and even though we are a small company we felt like a priority client.
David came highly recommended to me by family and has been fantastic. He has invested a great deal of time, been highly flexible and creative in his solutions. It has been very difficult to work around my manic lifestyle, but David has persevered and I have been delighted with his efforts and the results.
David has been helping us to manage our savings and investments for some years now. As well as being professional and knowledgeable, he is very empathetic to individual situations. David works hard to ensure a good understanding of personal requirements before providing proposals. I believe that it would be very sensible to have a chat with David whatever your personal circumstances and life stage!
Coniston Financial Ltd was suggested to us by a family member when we were seeking our first mortage. Emma Phillips dealt with our case in a friendly, professional manner and even when we thought we had found the right deal she kept searching to make sure that was the case. Throughout our house move Emma has always been on the other end of the phone to seek advice and has gone the extra mile to provide the transition of a stress free house move much easier - Thanks, Emma!
Coniston Financial Ltd provided a confidential, professional service when we needed to remortgage and were equally helpful when we wanted to pay off some of our mortgage. They liaised with our current mortgage brokers, found comparative quotations and offered advice on investments. I have no hesitation in recommending them.
A fantastic team, imaginative and completely approachable. Thank you for sorting out all of my finances and my pension, my father's pension and our stakeholder group pension. You will not believe what a relief it is to have everything so neatly and painlessly organised. I'll be back for more.