"Neil has been In the Financial Services industry since 2004. His practice has grown through a steady stream of referrals . The Core values closely reflect his own in providing a personalised and caring service to his Clients“
2002 Trainee Financial Planning Manager NatWest Bancassurance
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Undertook Financial Planning Certificates FPC 1, 2, 3
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I covered a number of West End & City branches including time in the Private Banking division
2005 Partner in Private IFA
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Assisted in building company up from 2 advisors and 2 administrators to a 6 advisor organisation
2009 Started Core Financial Planning as lead Financial Adviser
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Business has grown through recommendation and referral
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Two full time administrators in support
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