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Neal Lynch

Dip PFS

I try to help business and personal clients to understand what they need to do to have the lifestyle that they want. Using tax-efficient strategies when it goes right and protecting clients if it goes wrong. Understanding what you have and what it means is so important in a world heavy with jargon. I try to give down-to-earth advice for you and the people you care about.

About

Formerly involved in property and then project management I have run a variety of businesses and can bring an excellent breadth of real life experience as well as the financial advice you would expect. I have looked after clients and their families throughout my career. I enjoy taking complex financial scenarios and breaking them down into language and examples that my clients can understand.

Outside of work my three daughters keep me occupied and entertained. I am a keen sportsman, love music and cooking for friends and family.

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Advice & Services

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

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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 08/11/2022

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.

Neal Anthony Wealth Ltd is registered in England and Wales, Number 12109145. Registered Office: 7 Pedley Lane, Clifton, Bedfordshire, SG17 5EN.