Neil Thornton

Areas of expertise

Neil specialises in providing Financial Planning Advice to private clients, families and Trustees.

He specialised for a number of years in providing pension and retirement planning advice but has many years of experience of advising on Investments, Protection and Estate Planning.

Neil is particularly keen on helping clients with financial planning matters arising as a result of Divorce.

Experience

Neil has worked in the Financial Services industry for over 30 years throughout the South West and in London.

He is based in Plymouth but has clients based all over the South West of England.

Notable client work and achievements

He has helped many clients by creating an implementing Lifetime Financial Plans to help protect his clients, build tax-efficient portfolios and help them achieve the future they want.

Professional qualifications and memberships

Neil hold the Diploma in Regulated Financial Planning and is working towards becoming a Chartered Financial Planner.

He is a member of the Personal Finance Society