Neil Is highly recommended in Investment/ Portfolio Management, Wealth & Asset Protection., Financial Planning and UK Pension Transfers (SIPP & QROPS). He has excellent communication skills and displays strong analytical qualities with an eye for detail and enthusiastic work ethic. Coupled with over Twenty years’ experience in Financial Services & Business Account Management.
Qualified & Certified through the Chartered Institute for Securities & Investments (CISI) the Chartered Insurance Institute (CII) the Singapore College of Insurance (SCI) and the Malaysian Insurance Institute (MII). Neil takes pride in adopting an active, consultative strategic approach to managing his clients investment portfolios.
An accomplished developer of business accounts and professional relationships, with a proven track record. Neil ensures the client’s needs and requirements are at the forefront of all discussions, plans and actions. Trust, integrity and client confidentiality together with the financial benefit of his clients are of the utmost importance and form the basis of Neil's working principals.
Neil moved to SE Asia in 2012 from the UK and has worked in various Countries in the region. Currently based & living Kuala Lumpur Malaysia with his Wife and Son.
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