Qualifications

• Fellow of the Personal Finance Society
• Chartered Financial Planner
• Statement of Professional Standing

Bio

Neil is a Chartered Financial Planner and was delighted to join Bailey Cook in October 2025.

He has extensive expertise in pension consolidation and, in recent years, advised a number of companies about pensions Auto Enrolment for their employees. Neil advises a large number of high-achieving corporate professionals, where cash-flow forecasting, tax and retirement planning are always key.

Neil's clients come from various walks of life, although most are recommended by existing clients or Solicitors and Accountants. These clients have varying needs including planning for retirement income via pensions and investments, legacy planning, gifting programs, mitigating Inheritance Tax, funding for Long Term Care, managing Trust investments, saving for university fees etc.