Neil Pinney

Expertise

Neil is a Chartered Financial Planner with over 25 years’ experience in Financial Services. Neil has advised a number of companies through the Auto Enrolment maze and has strong relationships with high-achieving corporate professionals, where cash-flow forecasting, tax and retirement planning are key.

Neil’s clients come from various walks of life, although most are recommended by existing clients, Solicitors and Accountants. These clients have varying needs including planning for children’s university fees, saving for retirement income via pensions and investments, gifting programmes, managing Trust investments, Inheritance Tax mitigation and funding for long term care.

Professional Qualifications

FPFS: Fellow and Chartered Financial Planner of the Personal Finance Society.

Personal

Neil lives in Bristol and in his spare time enjoys plodding around local Parkruns on a Saturday morning and is a member of the local gym. Neil and his family are also registered as Trusted Housesitters and enjoy breaks around the UK during the year. Neil also holds a black belt in Taekwon-Do, enjoys reading, gardening and is a supporter of West Ham football club.

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