Neil joined Lucas Fettes Financial Planning in 2005, but has worked in Financial Services since leaving School. He previously worked at Scottish Life (now Royal London), where he became an Area Sales Manager, as well as a Director of a local financial advisory practice in Berkhamsted.
Since becoming an IFA in 1996, Neil has focused on delivering comprehensive financial planning and is passionate about ensuring he understands the clients aspirations before matching suitable financial planning solutions.
In addition to workng with his clients, Neil’s role as a Director is to help secure the future of the business through appropriate growth.
Outside of financial services, Neil has been Chair of the local Life and Pensions Society, as well as Chair of Governors at a Buckinghamshire Primary School.
Neil enjoys spending time with family, sport (keen on keeping fit), and is an advocate for continued learning.