Neil Reader

Senior Financial Planner

Neil Reader has over 30 years’ experience of helping individuals, families, businesses, and trustees achieve their financial goals. He provides a wealth of knowledge and expertise together with straightforward advice in a simple and convenient way.

Neil believes that a fundamental part of being a financial planner is to understand precisely what is important to each client, as every client is unique and every plan and financial strategy should therefore be tailored to reflect this. Neil has extensive experience advising clients in the subjects of tax-efficient investing, retirement planning, preserving wealth and mitigating inheritance taxation

He is qualified to an advanced level with the Chartered Insurance Institute (CII) gaining the Advanced Financial Planning Certificate. In addition, he also holds The Certificate for Financial Services Trust and Estate Planning with the Society of Trust and Estate Practitioners (STEP).

Outside of work, he is married with 3 children. With his sporting days now behind him as a result of injuries, Neil continues to enjoy sport by being a season ticket holder for his favourite football team, he watches with his 2 sons and other family members.