He holds an HND in Financial Services, a BA (Hons) in Financial Services, the Certificate in Financial Planning, the Diploma in Financial Planning, the Certificate in Equity Release and Long-Term Care Insurance and the Certificate in Mortgage Advice. Neil has also achieved AF3 (Pension Planning), AF6 (Senior Management and Supervision) and AF8 (Retirement Income Planning).
Neil’s approach is centred on understanding each client’s individual circumstances and objectives. He believes in placing himself in the client’s position and providing the same level of support and service that he would expect to receive himself. He works closely with clients to help them make informed decisions and remain focused on their long-term financial goals.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.