Neil provides advice in a number of specialist areas including investment planning, retirement and inheritance tax planning, and in the protection of both personal and family needs. A key focus is to provide tax efficiency and assist with the consolidation of wealth.
Prior to becoming a Wealth Manager, Neil has had significant executive experience in business, including working for a Big 4 consultancy, a global manufacturer, and various digital agencies.
Neil has an active lifestyle and is blessed with a loving family. He has varied interests that include travelling, various outdoor activities, such as hiking, tennis, and running. He also enjoys the arts and fine establishments, especially when tasty food is involved.
Currently, Neil is the Chair of the Henley Business School London Alumni Group. He also holds a seat on the Henley Business School Alumni and Development Advisory Board.
INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
