markneillingsnamemark

Mark Neillings

DipFA FPIR MLIBF

The basis of my business is building long term relationships with my clients. I understand that every client is different and accordingly deserves a bespoke service tailored for their own financial needs and future aspirations. I work closely with my clients to build up a thorough and complete understanding of their affairs. This ensures I am able to provide the advice that is needed when it is required. I always provide my clients with a personal understanding and friendly service that is rarely seen in today’s financial marketplace.

About

I started my career in financial services with CIS in 1999 and have extensive experience both as an adviser and a manager, and latterly as a senior financial adviser with Bank of Scotland. During my many years in the industry, I have gained expertise in many areas of financial planning. I firmly believe in building strong long term relationships with my clients and having regular reviews to take account of their changing circumstances.

I am currently working towards the Chartered Financial Planner status which is one of the most prestigious accolades in the industry.

Most of my spare time is spent with my family. My wife, two daughters and dog keep me very busy! However, I do also like travelling, eating out, watching films and sport.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.
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Anna Johnston

Practice Manager

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 20/06/2024

The Partner 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.