Neil joined Perspective (North East) Ltd in 2009 and qualified as a Chartered Financial Planner in 2010, regarded as the profession's highest accolade. He achieved Fellowship of the Personal Finance Society in 2014.
Neil enjoys engaging with individual clients on financial planning to help them identify and achieve their goals.
His focus is on wealth management and retirement planning and he is also heavily involved in Trustee investment.
Neil graduated with a BA (Hons) in Financial Services from Northumbria University in 2001 and started work for one of the industry’s largest life and pensions providers. He then made the move to be a Financial Adviser in the retail banking sector before becoming an Independent Adviser.