Freephone us today on 0800 0321419
Neil holds the Diploma in Financial Planning and the Certificate in Mortgage Practice from the Chartered Insurance Institute. He is a member of The Personal Finance Society, The Society of Mortgage Professionals and is currently working towards Chartered Adviser status.
Neil has worked in the Financial Services industry for over 35 years, previously working for Cheltenham & Gloucester Building Society, Nationwide Building Society and IDB. Neil became a Financial Advisor in early 2015 and worked for a FTSE 100 Wealth Manager, before joining the Throgmorton team.
Neil provides a broad-based holistic approach to wealth creation and wealth retention for his clients. He advises them about investments, pensions, inheritance tax mitigation strategies and trust planning, regular savings, family and business protection and mortgages. Neil believes that a thorough understanding of his clients’ needs and objectives is key to building productive, long-lasting, personal relationships. He has a special interest and depth of experience in post-retirement income planning and inter-generational wealth planning.
Away from work Neil enjoys spending time with his Partner, children and three French bulldogs. His interests include Clay Pigeon shooting, SCUBA diving, photography and travel.
Email: nd.sevenoaks@throgmortonltd.co.uk
Phone: 0800 032 1419