"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 Adviser for small but growing regulated appointed representative firm.
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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 (now Core FS Ltd) 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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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.