0330 038 8942
Based in Exeter
View locationChecks carried out by VouchedFor
FCA Status: Pending
Checks for Neil and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Neil and/or the firm they work for (or are appointed representatives of) are currently pending
16
Recent Client Reviews
Neil has received 16 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Neil has received 16 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: 29 April 2026
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.
Qualifications Uploaded
Neil has not yet added their qualifications to their profileQualifications not yet added
Neil has not yet added their qualifications to their profile
Transparent Fees
Neil has not yet added their fees to their profileFees not yet added
Neil has not yet added their fees to their profile
About
Neil enjoys meeting and working with people from a variety of backgrounds. Every day is different and presents new challenges, which he finds extremely rewarding. Neil is a pension transfer/retirement options specialist. He is qualified to an advanced level in investment management and available to advise private clients and trustees who require portfolio investment management. Outside of work Neil is mostly kept busy with the demands of four young children, but he's also a keen cyclist and plays cricket for the local village team.
