Neil Stevens

Wealth Planner

Chartered Insurer (CII)

Associateship of the Chartered Insurance Institute (ACII)

Diploma in Financial Planning (DipPFS)

Neil has considerable experience in financial services having been a director of a large life assurance company and a director of national IFA firm. Neil chose to leave the corporate world in 2010 to become a wealth planner and he was one of the first wealth planners to join Succession.

"I enjoy reading and writing, music, sailing (being on or near water) travelling and anything that keeps me fit!"

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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.

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