About Us

Neil is based in March, Cambridgeshire and has clients covering the whole county. He also sees clients in neighbouring counties such as Norfolk, Lincolnshire, Essex and Suffolk. He predominantly see clients at their homes or place of work, but is also happy to see them at his home.

Neil started his career in Financial services aged 18 when he joined Lloyds Bank in 1990 and was a member of the Management Development scheme. Having successfully trained in all the various jobs in the banking industry, he decided to specialise in regulated financial advice in 1994. He became a Financial Planning Manager for Lloyds Bank.

In 2003, Neil decided to further his career and left the bank to become an Independent Financial Adviser as the bank could only advise on the products of Scottish Widows at that time and Neil felt restricted by this and thought he couldn’t give the best advice to clients. Neil has been an Independent Financial Adviser to this day. He is a UK level 4 qualified adviser and is a member of the Chartered Insurance Institute.