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Neil Coleman

Director

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Neil has worked in Financial Services since 1978, initially as a Pensions Administrator, progressing to Branch Superintendent with Scottish Widows in Liverpool. Neil then became an Independent Financial Adviser in 1988. Neil is dedicated to building long term relationships to help clients plan for their future and achieve their financial objectives, by developing bespoke investment, retirement planning and tax mitigation solutions. Neil has a Diploma in Financial Advice and is a Member of the Personal Finance Society.

Outside of work, he is a keen skier and Tennis player. He also enjoys his family holidays, exclusively taken in the US.