Neil Trickett

Areas of expertise

Neil specialises in:

Neil's primary focus is constructing risk rated, bespoke, discretionary investment portfolios to meet with clients' long-term investment objectives to ensure that their expectations are met under all market conditions.

Experience

Neil joined Evelyn’s Cambridge office in November 2019 from NW Brown, also based in Cambridge. Neil’s 19 year career in Investment Management began at Brewin Dolphin in London where Neil spent 13 years.

Notable client work and achievements

Neil works with a broad base of both internal and external Financial Planners to provide a holistic wealth management service to his clients.

Neil also works with his, and his clients' Professional Services connections, in accountancy, law and private banking to ensure that the investment management solution meets with the clients' overall objectives.

Neil's clients range from individuals, to families, Trusts, charities and companies, where Neil and his team provide a suitable investment solution no matter what the clients' requirements.

Professional qualifications and memberships

Neil is a Fellow of the Chartered Institute for Securities and Investment and is a Chartered Wealth Manager.