Neil has more than 30 years of experience in financial services, having worked across adviser firms, product providers, and private office environments. His career spans a wide range of roles within wealth management, tax and estate planning, and retirement planning. He has held positions in business development, technical consultancy, marketing, and training, contributing to the creation of wealth planning and commercial strategies, product development initiatives, and programmes designed to enhance customer outcomes.

He has a deep understanding of both UK and international markets, combined with hands-on experience across adviser and provider sectors, enabling him to recognise the challenges and opportunities facing each. This perspective allows Neil to support advisers, institutional and retail clients, and the family office community with insight, clarity, and practical solutions.