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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Neil Grey - DipPFS

Neil joined our advisory team four years ago, and has nearly 30 years’ experience operating as a Financial Adviser. He has developed a wide range of skills and knowledge during his career, which included Mutual companies and bank assurance.

FCA reference number: ANG00001

Neil Grey

Qualifications

  • Diploma in Financial Planning

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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0117 311 3256

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