About Neil
Neil has worked in financial services since 1978, initially as a pensions administrator before progressing to branch superintendent with Scottish Widows in Liverpool.
Neil became an independent financial adviser in 1988.
Today, Neil is dedicated to building long-term relationships to help clients plan for their future and achieve their financial objectives by developing bespoke investment, retirement planning, and tax mitigation solutions.
Outside of work, Neil is a keen skier and tennis player. He also enjoys his family holidays, which are exclusively taken in the US.
Neil is supported by
Bailey Ewel
Chartered Financial Planner
Nicola Davey
Client Manager Support
Qualifications
