0182 342 9131
Based in Taunton
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: February, 2023
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: 29 April 2025
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Neil has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 14 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: 17 February 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: 29 April 2025
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Neil has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 14 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: 17 February 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 and Certified Financial Planner I am a professional financial adviser who specialises in Lifestyle Financial Planning. Lifestyle Financial Planning is about helping my clients identify and achieve their desired lifestyle without fear of running out of money. My belief is that financial planning carried out correctly can change lives and that by building a comprehensive financial plan before recommending financial products I can help people achieve financial independence, financial security and peace of mind. Comprehensive financial planning includes lifetime cashflow planning, investment planning, pension planning and reviews, inheritance tax and estate and trust planning. Away from work I am a keen cyclist and married with two daughters. I write a financial column for Living magazine.
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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