Neel Shah
Cogent Financial Services Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0203 551 0160
Based in Queensbury
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FCA Regulated
Neel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 June 2025
Neel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Neel has not received any client reviews in the past 12 months
Neel has not received any reviews in the last 12 months
Neel has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 04 June 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Neel has not yet added their qualifications to their profile
Transparent Fees
Neel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neel has provided information on their typical fees
Neel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Neel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 June 2025
Neel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Neel has not received any client reviews in the past 12 months
Neel has not received any reviews in the last 12 months
Neel has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 04 June 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Neel has not yet added their qualifications to their profile
Qualifications not yet added
Neel has not yet added their qualifications to their profile
Transparent Fees
Neel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neel has provided information on their typical fees
Neel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Having worked in financial services since 2003 I've worked with a wide range of clients ranging from those who are just starting their financial planning journey to those who are now looking to retire and pass their assets on to the next generation. In many cases I've been very fortunate to be working with the 2nd and 3rd generations of the same family. I've adopted a very simple philosophy ... I'd like my clients to sleep peacefully at night. This plays a vital role in helping me ensure that the investments I recommend are suitable for you and, more importantly, your temperament. In my spare time, I've enjoyed giving back to the community. I've been an active member of the Lions who are the worlds largest service organisation and have served my local club in numerous capacities having served as president.
Offers available through VouchedFor
Contact Neel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Neel's clients
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Adviser Disclaimer
Smart Investments is a trading style of Cogent Financial Services Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Registered office: 9 Freetrade House, Lowther Road, Stanmore, HA7 1EP Company Registration No: 4971972 | Registered in England & Wales The information contained within this website is subject to the UK regulatory regime and is therefore primarily focused at consumers based in the UK. Visit https://smartinvestments.co.uk/privacy-policy/ to review our Privacy Policy For complaints please visit https://smartinvestments.co.uk/contact-us/