Neil is a Director of the company and has worked within Financial Services since 1989, spending 21 successful years with Lloyds Bank before becoming an Independent Financial Adviser.
Neil’s career with the bank enabled him to fulfil several adviser roles before moving to Compliance/Risk Management and then Sales Management. Neil now heads the Risk & Compliance Team at the company whilst also advising as a Chartered Financial Planner.
Neil is passionate about creating long-term and lasting client relationships, helping him to guide his clients through life’s financial journey and delivering on their many aspirations, goals and objectives. Specialising in pension and investment advice, Neil is a big advocate of cash flow planning, putting together and agreeing individually tailored plans for each of his clients.
Neil is married to Lisa and they have 2 beautiful daughters. An enthusiastic sportsman, Neil loves playing and watching football and plays the odd game of golf. Neil has become a keen cyclist, raising money for local causes. His biggest cycling achievement was raising money for the British Heart Foundation when he cycled 295 miles over 4 days from London to Paris.