As the Managing Director of Lawrence Neil Wealth Management Ltd, a Senior Partner Practice of St. James's Place, I offer a bespoke wealth management service, tailored to individual needs and circumstances.
My philosophy focuses on continually building and maintaining client relationships, helping people to create a firm foundation for their financial objectives.
I founded Lawrence Neil Wealth Management Ltd in 2000, when I was invited to join St. James's Place Wealth Management. Specialising in Investment Planning, Retirement, Inheritance Tax and Personal & Business Protection planning, I offer my clients expert knowledge in an easy to understand format, which can be supported best through my clients own words, which can be viewed in Client Views.
I have always been passionate about sports, gaining county honours as a school boy in both Cricket and Rugby Union. Moving forward I have represented both Scarborough Cricket Club and Scarborough Rugby Club as well as playing and touring with MCC. Nowadays outside of work, I can be found on the golf course or supporting my children with their own sporting efforts.
Julian has been my Financial Adviser for nearly 10 years. He has always provided sound advice and dealt with all matters efficiently. This has allowed my investments to grow while protecting my position. His excellent, personal service to my investment needs has let me to recommend him several times...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.