“I have great confidence in Neil and hope that he will be looking after me and my money for many years to come!”
Neil assisted my wife and me with our retirement investments, we discussed various options and he helped us set-up the following:
- A Pension Annuity with Canada Life.
- St. James's Place Wealth Management Investment Bond. He patiently listened and advised as we chose various options within the Bond.
After setting up the above he monitored their progress, as they were set up, and kept in contact with us.
As well as any regular investment meetings he provides a weekly financial bulletin.”
With his excellent advice, I’m now starting to see my pension and my other investments grow very substantially.
I would recommend him without hesitation.”
He immediately grasped the problem areas and was sensitive to her desire not to be inundated with circulars and statistics.
He put a package together which was ideal and helped us patiently through what was a painful transition process (due to blunders on behalf of her previous advisers). I would have no hesitation in recommending him.”
Neil has spent time with us and given consideration to our requirements. He is very efficient and is quick to respond to any request for assistance.
In the relatively short time we have known him Neil has proved to be pleasant to work with and extremely helpful.”