0330 038 8940
Based in Stoke-on-Trent
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2023
4.9 out of 5
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: 01 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
11
Recent Client Reviews
Neil has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 11 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: 26 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.
2
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neil has provided information on their typical fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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: 01 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
11
Recent Client Reviews
Neil has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 11 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: 26 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.
2
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neil has provided information on their typical fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been helping my clients with their finances for over 20 years, initially as a Mortgage Broker, running my own business and then studying, whilst working, full-time, and qualifying as a Financial Adviser, in 2018. I have a particular interest in pre and post retirement planning and investments, specialising in redundancy benefit investing, consolidation of pensions and Defined Benefit transfers. I am here to guide you through the complexities of financial planning, ensuring you avoid any pitfalls, but also to listen to your goals and aspirations, so that you are engaged and can make informed decisions about your future. I consider myself to be reliable, efficient and organised but from a personal perspective, amiable, approachable and a listener. In my spare time, I enjoy venturing out with the family and our dogs, in the campervan and enjoying the great outdoors!
Offers available through VouchedFor
Contact Neil through VouchedFor and your initial 30 minute 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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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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.