0330 038 8940
Based in Coventry
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FCA status: Certified by Firm
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
Last checked: 20 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
2
Recent Client Reviews
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
19
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
19 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has not yet added their fees to their profile
Fees not yet added
Neil has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
Last checked: 20 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
2
Recent Client Reviews
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
19
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
19 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has not yet added their fees to their profile
Fees not yet added
Neil has not yet added their fees to their profile
Hello! A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes. I like to think I am helpful, easy going and take a considered and personally tailored approach to your advice. I can make complex areas of planning simple and easy to understand and will guide you through, what can sometimes, be a bit of a minefield. I am extremely fortunate to work with a great team at True Potential, which includes our outstanding compliance team that ensure oversight, as required by the Regulator. True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to over 1.4 million private clients. We manage over £25 billion of client's assets, using some of the most highly regarded, best of breed, investment fund managers. You will always be in safe and trusted hands, throughout your financial journey with us. As your Financial Adviser, I begin with a free initial consultation to understand your objectives and aspirations. I will help you realise these goals with a tax efficient, measured and realistic approach. As a result, you will be better informed, confident and empowered to reach and visualise your financial future. I will explain my fees and other associated costs in a clear and concise way. I am completely transparent, and you will never encounter any hidden surprises. I would describe myself from a business perspective as professional, personable and conscientious and personal qualities include energetic, generous and fun. I have a keen interest in most sports, including golf, tennis, football, snooker and jogging and enjoy playing the piano and guitar when I have free time. Travel is also a great love of mine and also my wife, Donna. I have a large extended family and we spend time at family gatherings, especially when the weather is good! I very much look forward to you making contact and us starting your financial journey, together. Many thanks, Neil
Offers available through VouchedFor
Contact Neil through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Neil's clients
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.