Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
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.