Neil has 23 years experience in Financial Services, including over 20 years with Lloyds Banking Group. The bulk of Neil’s career involved working for Lloyds Wealth and Private Banking, dealing with High Net Worth clients. Neil enjoys building trust and long term relationships centred around client satisfaction. He has considerable expertise in building financial solutions, successful portfolios and tackling taxation issues.
Neil holds a University Degree along with a whole suite of financial and professional qualifications including a Higher National Diploma in Business and Finance, the CII’s Financial Planning Certificate, CII Financial Planning Diploma and is currently working towards achieving his Chartered Financial Planner award.
Away from work, Neil has a young family and spends a lot of his free time following his Son playing cricket and rugby union and his Daughter in the Theatre. He enjoys all sports, but particularly rugby union and now his playing career has ended he follows the national side all around the world.