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Neil has over 30 years’ experience in the financial services industry, including over 15 years as a relationship manager for high net worth individuals prior to moving into providing Independent Financial Advice. He prides himself in the professional and friendly service which he provides to his clients, placing emphasis on the long-term relationship that only a trusted adviser can provide.
Neil considers that taking financial advice is essential to protect, grow and build your wealth to help you achieve your lifetime goals and ambitions. He truly believes that the very best advice and highest client satisfaction relies upon regular reviews with clients; which is a service he is delighted to offer. Neil gains an immense amount of job satisfaction from creating a bespoke financial plan that both helps clients plan for the future, and be in a better financial position.
Living in Lancashire, Neil is married with three children. Spare time centres around family life and hobbies include hill walking, cycling, running and family activities and holidays.
What my Clients say
Neil was very friendly, practical, honest and realistic. This has helped me control my finances and also many aspects of my future. He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement.
Perfect five star service from a company I would happily recommend to anyone!