Contact

As an independent financial adviser I realise understanding what is important to you is fundamental to providing you with the best financial advice. I will work with you to build a tailored financial plan for you and your family; one that works for you as priorities change over the years and one that will help you achieve the lifestyle you desire.

I strive to offer the best service and experience to my clients. Below are a collection of testimonials from some of my many satisfied clients.

Happy clients

Organised the required finance very efficiently and subsequently managed pensions and savings equally efficiently. His friendly and pleasant manner have always made meetings a pleasure.

-

Neil gave me good advice and was able to show how best the pension schemes would work for myself. things were explained to me in a way that I could understand and see what the possibilities were.

-

Neil performed above and over the past 10 years, managing the investment platform diligently and proactively proposing new investments to adapt to any changing financial environment when required.

-

Neil took the time and patience to explain the different investment options available to me and I now have a pension plan that suits my retirement needs. Neil’s attention to his clients is second to none and I am enjoying the benefits of retirement thanks to his hard work.

He provided an excellent level of customer service at all times. From our initial meeting, I felt that he was genuinely interested in helping me to make the most of my finances. I had every confidence in him to provide good advice and this has proven to be the case.

Neil helped me gain visibility and understanding of the different options available, provided valuable insight and expertise, and assisted me with setting up investments and helping me to navigate other financial matters over the course of the last 10 years.

Vouchedfor

I am very proud to have been named one of Vouchedfor’s top rated financial advisers in the UK.

To read more of my client reviews click here.