Chartered Wealth Planner
Certified Financial Planner (CISI)
Since graduating from Oxford Brookes University in 1987 with a degree in Civil Engineering, Neil has spent most of his working life in Financial Services, 20 years of which as a Director of Lewis Chambers. During this period, he helped create a Financial Planning business that managed £200 million of assets, across 300 client families. Since joining Succession he has continued with his passion of helping families and individuals with their wealth planning.
"I am married with two children. I am a keen golfer and a member of two golf clubs. I enjoy watching sport, cooking and holidays."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.