After graduating from Northumbria University in 2001 with a BA (Hons) in Financial Services Neil started working as a Financial Advisor in the retail banking sector. Neil holds additional qualifications in the areas of personal tax, trust planning, pension funding and pension income options.
Neil says “Becoming an IFA in April 2009 has been a great move for myself and puts me in a very strong position to give best advice. It is very important for me to get to know you as a client. I need to know where you want to be in the future, where you want your business to be and where you want your family to be. From here I am able to put in place strategies to try to ensure that money will be available when you need it. I will also look at what could potentially impact on where you want to be in the future and look to protect you against it”.