0330 038 8938
Based in Chesterfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 July 2025
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Neil has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has not yet added their fees to their profile
Fees not yet added
Neil has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 July 2025
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Neil has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has not yet added their fees to their profile
Fees not yet added
Neil has not yet added their fees to their profile
As a Chartered Financial Planner, I have been helping my clients achieve their financial goals and fulfil their aspirations for over 26 years. I began my career in financial services in 1994 and decided the time was right for me to start my own business in 2009. My philosophy is not to blind clients with complexities but use jargon-free, easy to understand language which enables them to make informed decisions about their existing and future planning needs. I am well versed in all areas of financial planning, from pre and post retirement specialisms, including Defined Benefit advice and transfers, through to Inheritance Tax mitigation, trust planning and investment expertise. Ensuring you receive sound and helpful advice is at the heart of everything I do and allows you to make informed choices about your current and future finances. Much of my spare time is taken up with my family, including my 4 children, running them around to their various sporting and social activities. You could say my second job is Dad's Taxi Service! However, I do find time to keep fit and really enjoy attending Kung-Fu classes twice a week.
Offers available through VouchedFor
Contact Neil through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Neil's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
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