Areas of Expertise
• Pension Analysis, Advice, Management
• Superannuation Analysis, Advice, Management
• Retirement Planning
• Pension Planning
• Lifetime Allowance Planning
• Inheritance Tax Planning
• Succession Planning
• Tax Planning
• Wealth Management
• International Savings & Investment Options
• Investment Review
• Private Banking Advice
• Insurance & Family Protection
• Education Fee Advice & Planning
• High Net Worth & Ultra High Net Worth
• Private Client Wealth and Estate Planning
Qualifications & Awards
Chartered Member with CISI
I have worked with Neil since 2015 and continue to be very satisfied with his professionalism. Despite I no longer live in the UAE Neil continue to be in close contact and proactively manage my portfolio. We have established a strong relationship that gives me the comfort of knowing my best... Read Full Quote
I know Neil since 5 years now. He is the only financial adviser that i have personally met to speak in simple and clear terms of what he can offer and what i can have as expectations. All of this while focusing on my own priorities in every single detail.. After all this time i did not have a... Read Full Quote
Professionally courteous and diligence is what comes to mind when I think of investment advice from Neil.
I had the pleasure of meeting with Neil and he insightfully personalizes and tailored my investment needs.
I’m sure he would be a great asset to both client and business.
Neil has been handling my investment portfolio since several years to my great satisfaction. The portfolio has been delivering above the expected level with timely and smart adjustments related to market dynamics. I can recommend Neil to future investors.
I spent some time looking for an advisor I wanted to work with long term, and feel I have made the right choice with Neil. His approach is professional, supportive and transparent, and I have come to rely on his knowledge, wisdom and diligence. He was recommended to me and I am very happy to... Read Full Quote