Neil Stevens

ACII DipPFS Cert CII (MP)
Wealth Planner

Neil has over 30 years’ experience in financial services and a large part of his background has been in senior management positions in a number of companies.

Neil provides a full financial planning service to clients and specialises in later life planning, working with people who are near retirement and retirees. Neil enjoys helping people to enjoy life when they are older, and finds being able to give his clients the financial independence to do the things they want very satisfying.

Neil’s hobbies include playing golf and staying fit, music, theatre and literature. Neil is a Chartered Insurer and his qualifications include ACII, DipPFS, and Cert CII (MP).

01494 358 000 / 07774 495457

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