Neil Buckingham

Managing Director and Chartered Financial Planner

Neil at work

Neil has worked in the financial services profession for more than 30 years and is a Chartered financial planner. He specialises in pensions, investments and tax planning, and he mainly works with current and retired business owners and entrepreneurs.

Neil believes that his energy and enthusiasm are qualities that will help him and the rest of the team develop long-term client relationships for the future.

Neil at home

During his free time, you will usually find Neil cheering on Oxford United F.C. He stays active by regularly playing squash and going to the gym.

Important information

Meet the rest of our team

Simon Moran

About Simon

Simon specialises in pensions and investments, and he works with clients who are approaching or in retirement.

Chartered Financial Planner

Alex Breadmore

About Alex

Alex has gained the award for VouchedFor Top Rated Adviser for the last six years and holds Chartered status.

Chartered Financial Planner

Gemma Allison

About Gemma

Gemma has more than 25 years of experience in financial services and is also qualified as a Chartered financial planner.

Paraplanning and Client Services Support Manager

Jane Coo

About Jane

Jane is a key member of the team, and she supports clients and planners across all our services.

Wealth Management Administrator

Suzanne Prout

About Suzanne

Suzanne is a long-standing member of our team, and she looks after the administration needs of clients.

Wealth Management Administrator

Jess Marriott

About Jess

Jess supports the paraplanning team, and you will often speak to her when you call the office.

Junior Paraplanner

Gemma Richman

About Gemma

Gemma provides administrative support to the team and helps advisers prepare for meetings.

Wealth Management Administrator

Val Wright

About Val

Val has been working with us for more than 30 years, dealing with individual and corporate clients.

Employee Benefits Account Manager