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. Good, holistic financial planning will help you achieve your lifetime goals and ambitions and ensure that your retirement provides your preferred lifestyle. He truly believes that the very best advice and highest client satisfaction rely upon regular reviews with clients. Over time, client circumstances, legislation and regulation change so a regular review helps check that recommendations made are still appropriate and that the clients are still on track to achieve their intended goals. 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 his hobbies include hill walking, cycling, and family activities.