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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