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.
Qualifications
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)