Neville is a diploma qualified financial adviser living and working in and around the Lancashire area.
A dedicated and caring finance professional who has gained wide experience of working within the financial services industry since completing his military service. Nev is a client centred and professional adviser whose main objective is to help people and families address their immediate needs and meet their long term financial goals.
Advice is provided on all areas of financial planning including protection needs including life cover, critical illness and income protection.
Nev offers a pension review service looking at various areas including personal pensions, annuities, auto enrolment, SIPPs, pension transfers and drawdown.
Investment advice is provided from the tax efficiency of ISAs to full portfolio planning including inheritance tax planning.
Straight forward, easy to understand advice around investment, protection and retirement planning have been his core principles.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts are not regulated by the FCA.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The FCA does not regulate auto enrolment and inheritance tax planning.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection