devotes his time to running the business with the help of the NTM team to
provide high quality advice to private and business clients.
Neil became a Financial Adviser in 1986 and over the past 30 years has seen many changes to the industry. A combination of dedication to his clients and high level qualification means that he has been able to adapt and thrive with these changes.
He is married with 3 grown up children and 2 grandchildren. Neil spends his
spare time walking with his dogs Judy and Pip over the Brecon Beacons, as well
as sailing and trying to play Golf. He has also been known to run the odd 10k
event or half marathon for charity.
AF5 - Financial Planning Process
G60 - Pensions
K10 - Retirement Options
J01 - Personal Tax
J02 - Trusts
J06 - Investment Principles, Markets and Environment
MAQ - Mortgage Advice Qualification
R08 - Pensions Update
SV1 - Savings and Investments
CF8 - Long Term Care Insurance
CF9 - Pensions Simplification
ER1 - Equity Release
FP1 - Financial Services and their Regulation
FP2 - Protection, Savings and Investment Products
FP3 - Identifying and Satisfying Client Needs
GR1 - Group Risk