0330 038 8942
Based in Newbury
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, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
Last checked: 16 June 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
21
Recent Client Reviews
Neil has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 21 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 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.
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Neil has not yet added their qualifications to their profile
Transparent Fees
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Neil has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
Last checked: 16 June 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
21
Recent Client Reviews
Neil has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 21 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 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.
Qualifications Uploaded
Neil has not yet added their qualifications to their profile
Qualifications not yet added
Neil has not yet added their qualifications to their profile
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
With over 35 years of experience in financial services, I specialise in pensions, investments Inheritance Tax planning and cashflow modelling, helping individuals and families navigate the complexities of wealth management. I am a Chartered Financial Planner, which is considered the gold standard in financial advice. It demonstrates a commitment to the highest levels of expertise, professionalism, and ethical practice. For clients, it provides reassurance that they are working with a highly qualified professional dedicated to delivering tailored advice and upholding their best interests at all times. I work predominantly with business owners, entrepreneurs, and those approaching retirement. I take pride in building long-term relationships, fueled by energy, enthusiasm, and a collaborative approach. My goal is to provide tailored advice that helps clients achieve their financial and life aspirations with clarity and confidence. Outside of work, you’ll find me cheering on Oxford United FC, playing squash or keeping active at the gym. At Attivo, we take a holistic approach to Lifestyle Financial Planning, offering expert guidance in pensions, estate planning, tax efficiency, and more. I’m passionate about simplifying financial decisions and empowering clients to make informed choices for a secure future. Get in touch today to start your journey toward financial clarity and security.
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
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Adviser Disclaimer
Attivo Group Limited (CRN. 05547209) includes Attivo Financial Limited (CRN. 06789067), Attivo Financial Services Limited (CRN. 05927588), Attivo Financial Planning Limited (CRN. 05747914), Attivo Corporate Planning Limited (CRN. 13435619), Attivo Private Clients Limited (CRN. 13249033), Tempus Financial Planning Limited (CRN. 10123511), Sovereign Asset Management Limited (CRN. 04212474), Manse Capital Ltd (CRN. 03247377). Attivo Corporate Planning Limited and Tempus Financial Planning Limited are Appointed Representatives of Attivo Financial Ltd which is authorised and regulated by the Financial Conduct Authority – FRN 497130. Attivo Financial Planning Limited and Sovereign Asset Management Limited are Appointed Representatives of Attivo Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority – FRN 462105. Manse Capital Ltd is authorised and regulated by the Financial Conduct Authority – FRN 182703. All companies are wholly owned subsidiaries of Attivo Group Ltd, registered in England and Wales, and share the Registered Office: Honeybourne Place, Jessop Avenue, Cheltenham, GL50 3SH. The Finance Roome Limited (CRN. 05901651), trading as Attivo Mortgage and Protection, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority – FRN 745454. Registered Office: Honeybourne Place, Jessop Avenue, Cheltenham, GL50 3SH.