Braintree
Neil joined Perspective following the merger of his former business Primera Wealth Management. Neil founded Primera Wealth Management in October 2017 following 2-years working as one of the leading Wealth Planners at the National advisory firm Bellpenny and has over 25 years’ experience in the financial services industry, which includes both banking and independent financial advice.
Neil specialises in pre and post-retirement planning, with a particular focus on pensions, investments and estate planning. He has a passion for client service and ensures this ethos has been ingrained in each and every team member at Perspective. Neil’s focus for clients is on providing added value and he has built an enviable reputation as a trusted source of financial advice.
When Neil is not in the office, he is a keen sports fan, enjoying football (a Leeds United Season ticket holder), golf and racquet sports.
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