An Associate Partner of St. James's Place Wealth Management
Neil Poole
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
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.
Neil Poole
5 Oaks Court, Warwick Road, Borehamwood, Herts, WD6 1GS
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Investment planning
Protecting you and your finances
Retirement planning
Banking and mortgages
Corporate services
Other specialist services
Exploring Intergenerational Wealth Management
Our investment management approach
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
St. James's Place Charitable Foundation
Award winning service
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.
Neil Poole
Neil Poole