Neil joined the financial services industry via the SJP Financial Adviser Academy in 2023 having spent many years as a Mathematics teacher. He still has a love for education, which shines through during his advice meetings, with clients feeling a lot clearer and informed afterwards. As he is starting a family of his own, he is particularly interested in helping young parents navigate their way through their present working life and future retirement goals.

He has clients with a variety of ages, backgrounds, and goals; however Neil firmly believes that everyone should have access to quality financial advice and endeavours to make sure every client receives exceptional service.

Along with previously being a Mathematics teacher, Neil has done a lot of sports coaching since the age of 14. The skills gained from this, along with his own instincts and demeanour, offer a great platform for providing financial advice, especially to those who may feel a little lost in the world of planning their own finances and require thorough explanations and guidance.

Outside of work, Neil loves sport (playing, watching, and coaching) and travel, trying to see as much of the world as possible whilst experiencing various cultures. A more specific goal of his is going to watch a baseball game at every MLB stadium (currently 16/30), preferably with his favourite team the Toronto Blue Jays as the opposition.

Key Areas of Advice

Wealth Planning

Investment Planning

Retirement Planning

Inheritance Tax Planning