Neil Williams

Technical Coordinator / Chartered Financial Planner

Neil became a member of the NTM team in 2014. He completed the initial development of our company and provides a valuable role as our technician (Paraplanner).

Neil has worked in financial services for 10 years. He is now one of the highest qualified paraplanners in the country. His attention to detail and ability to understand sophisticated tax and planning issues makes him a vital part of our success.

He is more than a paraplanner, he is a dedicated professional seeking to deliver a quality advice to the advisers. Neil is married with 2 young children which takes up most of his spare time. He keeps active by attending the gym. Neil keeps up a family tradition by playing skittles with his father and grandfather.


AF1 - Personal Tax and Trust Planning

AF3 - Pension Planning

AF4 - Investment Planning

AF5 - Financial Planning Process

J01 - Personal Tax

J02 - Trusts

J04 - Pension Funding Options

J05 - Pension Income Options

J06 - Investment Principles, Markets and Environment

J10 - Discretionary investment management

CF1 - UK Financial Services, Regulation and Ethics

CF2 - Investment and Risk

CF3 - Financial Protection

CF4 - Retirement Planning

CF5 - Integrated Financial Planning

CF6 - Certificate in Mortgage Advice

R08 - Pensions Update

Certificate in Paraplanning (IFP/CISI)