MISSION FINANCIAL PLANNING LIMITED
MF
Financial Advisors
MISSION FINANCIAL PLANNING LIMITED
Boarding School Yard, Berwick-upon-Tweed TD15 1BN
# Mission Financial Planning Limited
Mission Financial Planning is an independent, boutique financial planning firm based in Berwick-upon-Tweed, serving professionals and families throughout the North East and beyond. Led by Neil Henderson, a Chartered Financial Planner with BA(Hons) and FPFS qualifications, the firm specialises in comprehensive financial planning across all life stages.
The business helps clients identify and achieve their financial goals through personalised planning rather than generic solutions. They work with professionals managing the balance between career, family and financial security; those approaching retirement who need to assess affordability and options; and retirees seeking peace of mind that their funds will sustain them throughout retirement whilst supporting their families.
What distinguishes Mission Financial Planning is Neil's hands-on, detail-oriented approach. Client testimonials consistently highlight his genuine care, thoroughness, and ability to remember personal circumstances between meetings. His Chartered status represents the industry's gold standard, demonstrating technical expertise, commitment to professional development, and unwavering ethical conduct.
The firm combines this personal touch with modern technology to simplify complex financial planning, enabling clients to focus on what matters most—enjoying life now with reduced financial anxiety. Rather than treating clients as one of many, the practice ensures each receives meticulous attention and prompt, efficient service. This client-centric philosophy, combined with professional credentials and proven expertise, makes Mission Financial Planning a trusted advisor for significant financial decisions throughout life's journey.
Mission Financial Planning is an independent, boutique financial planning firm based in Berwick-upon-Tweed, serving professionals and families throughout the North East and beyond. Led by Neil Henderson, a Chartered Financial Planner with BA(Hons) and FPFS qualifications, the firm specialises in comprehensive financial planning across all life stages.
The business helps clients identify and achieve their financial goals through personalised planning rather than generic solutions. They work with professionals managing the balance between career, family and financial security; those approaching retirement who need to assess affordability and options; and retirees seeking peace of mind that their funds will sustain them throughout retirement whilst supporting their families.
What distinguishes Mission Financial Planning is Neil's hands-on, detail-oriented approach. Client testimonials consistently highlight his genuine care, thoroughness, and ability to remember personal circumstances between meetings. His Chartered status represents the industry's gold standard, demonstrating technical expertise, commitment to professional development, and unwavering ethical conduct.
The firm combines this personal touch with modern technology to simplify complex financial planning, enabling clients to focus on what matters most—enjoying life now with reduced financial anxiety. Rather than treating clients as one of many, the practice ensures each receives meticulous attention and prompt, efficient service. This client-centric philosophy, combined with professional credentials and proven expertise, makes Mission Financial Planning a trusted advisor for significant financial decisions throughout life's journey.
Services offered
Financial planningRetirement planningInvestment planningFamily financial protection planningWealth managementOngoing financial review and adviceTax-efficient planningLife insurance and protection planning