An Associate Partner of St. James's Place Wealth Management

Neil Poole

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Neil Poole

MBA DipPFS
I have a wealth of experience and understanding of the many challenges people face in their business and personal life. I have worked for various companies, examples include a Big 4 consultancy, a large Global manufacturer, a large National Broadcaster, and various small Digital Agencies; I have also worked in Europe, Asia, Africa and the US. In each of these businesses, financial acumen and strategic thinking was essential to success.

I take great care to design solutions built around my clients' varying requirements. My deep belief in knowing and understanding your client being core to any successful long-term relationship is reflected in the quality of the solutions developed for each individual client.

About

Ensuring that your financial future is secure and your arrangements are on track to meet your needs now and in the future is one of the most pressing concerns you will face.

Yet finding the time to focus on your finances in such a busy and demanding world can be difficult. My aim is to help discerning individuals and businesses achieve their aims through providing expert financial advice.

I understand that you are unique and therefore will create a financial plan designed to meet your goals now and achieve your future objectives. I will also review this plan regularly to ensure that it continues to meet your objectives in an ever-changing financial and legislative landscape.

I have an active lifestyle and am blessed with a loving family and two growing children.

Currently, I am the Chair of the Henley Business School London Alumni Group having gained my MBA in 2008. I hold a seat on the Henley Business School Alumni and Development Advisory Board.

The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Neil Poole

5 Oaks Court, Warwick Road, Borehamwood, Herts, WD6 1GS

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £87 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

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Neil Poole
Neil Poole