I have worked within the Financial Services industry for 29 years and have a great deal of knowledge and experience in all aspects of Wealth Management. I specialise in providing long term holistic financial planning to the medical profession and their families.
I take a lot of pride in the fact that the majority of my clients have worked with me in excess of 20 years and I endeavour to build long term relationships and trust with all clients. This is endorsed by the fact that my existing clients are happy to recommend me to their family, friends and colleagues.
Neil specialises in:
Providing holistic Financial Planning to Doctors and their families
Office:
Shaftesbury
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.