HomeFinancial Planners › Jon Neale

Based at

Amber River True Bearing


Senior Associate Director, Chartered Financial Planner

Serving clients in

Blackburn, Carlisle, Fylde, Keswick, Lancaster, Cumbria, East Lancashire

Jon Neale

Senior Associate Director, Chartered Financial Planner

Jon is extremely passionate about building long term relationships with his clients, founded on excellent service, integrity, and outstanding financial planning.

Jon is a Chartered Financial Planner and Pension Transfer Specialist and spends much of his time advising clients who are approaching retirement or have already retired. He has a particular focus on high value or complex pension and investment planning, creating bespoke retirement plans, Inheritance Tax planning, and advising both individual clients and business owners.

Working across Northern England, Jon sits alongside his clients to create a financial plan to allow them to retire comfortably and protect their wealth.

Jon lives in Lancashire and enjoys spending time with his wife and three daughters. When time allows, he can be found enjoying sport including football, or walking in the great outdoors.

Expertise in

Talk to Jon, call Amber River True Bearing today

Talk to Jon, call Amber River True Bearing today

01257 833 400

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Find out more about Jon and our North West team

Our Amber River True Bearing team includes Chartered Financial Planners who look after clients right across the North West, and beyond. We welcomed them to the Amber River Group in 2020.

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