Area of Expertise: Investments, Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Planning, Financial Review.
Neil joined Chatterton's in Sept 2022. He has more than 35 years' experience in providing face to face advice. He started in Financial Services in 1985 with a well-known Building Society (then bank) and held a variety of roles over a period of 26 years including Branch Manager, Financial Adviser and Area Manager responsible for a team of 10 Financial Advisers. Neil then went on to work as a Financial Adviser for a further 9 years at another Building Society.
Supervisor: Richard Ludlow
- Certificate in Financial Advice, April 2003.
- Level 4 Diploma for Financial Advisers, March 2012