I am a Chartered Financial Planner. Chartered Status is the profession's gold standard for financial planners.
Although I no longer practise, I have also qualified as a Chartered Accountant and Chartered Tax Adviser, so clients can rest assured that by working with me they are dealing with an extremely well-qualified and experienced professional.
My earlier career has included time spent in senior roles in large financial services organisations as a strategy expert as well as time in international accountancy consultancies working in corporate finance and corporate tax consulting.
I have always been passionate about my on-going professional development, and in addition to my professional qualifications I hold an MBA with distinction.
My service is based on the principles of expertise, professionalism, friendliness and trust.
We offer an excellent wealth management service which will help you achieve your goals
Having been a client of Neil’s for a couple of years, I have always been impressed and reassured by his breadth of knowledge and friendly approach. He has advised me on my pension options, facilitated life and critical illness cover for my husband and me, and more recently advised on establishing a...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.