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Andrew Neale

Director

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Andrew is a Director and Financial Planner at the company, and has enjoyed working in financial services since 1987.

Andrew started his career working for Lloyds Bank, progressing to become a Financial Adviser in 1994. He then moved on to the role of Wealth Planning Manager, advising the higher net worth clients within the bank, before becoming an Independent Financial Adviser.

Andrew’s strengths are in investment, estate and pension planning. He is a Pension Transfer Specialist which allows him to give advice to clients on the complexities of occupational pension schemes.

Andrew is a Chartered Financial Planner, and a Fellow of the Chartered Institute of Insurance (CII), as well as a Certified Financial Planner of the Chartered Institute for Securities and Investment (CISI).

Andrew is married to Elizabeth, and has two children, Edward and Harriet, who are still at school. His hobbies include golf, football, skiing, cycling and running. Andrew has completed many half marathons and several marathons raising money, mostly for cancer charities.