Neil Dobson
SP Financial Management Limited - Chartered Financial Planners
Minimum savings/pensions: Any amount
0330 038 8940
Based in Rayleigh
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, 2023
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: 21 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
8
Recent Client Reviews
Neil has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 8 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: 22 April 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
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Neil has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Neil
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 3 first impressions)
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: 21 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
8
Recent Client Reviews
Neil has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 8 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: 22 April 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Neil
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 3 first impressions)
Having spent many years in various sales / advisory and senior management positions, I am currently a successful Independent Financial Adviser. I work with all types of clients from high net worth, first time buyers and retirees to businesses and trusts & always strive to provide the very best advice and exceptional service. With over 20 years' experience, I have a strong aptitude in Financial Services, sales management, business management and people management. I have been very successful in various senior role & have managed large teams as well as small teams and taken businesses through many changes and developments whilst still increasing profitability. However, I enjoy working directly with clients most. After a number of years in Financial Services, I spent some time in other B2C industries before returning to FS with Barclays Wealth. After a successful time there, I ventured into owning and running my own business as a ChipsAway franchisee undertaking small to medium car body repairs. I became one of the fastest growing franchisees ever, employing four technicians and operating a fully equipped car care centre. Having sold the business, I moved back into a Financial Adviser role with Prudential and once again was quickly successful becoming New Partner of the Year in 2019. With the closure of Prudential’s core business and being made redundant, I moved to a new role as an Independent Financial Adviser, and am now enjoying working in my local community in Rayleigh, Essex.
£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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