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Philip Neil

Philip Neil

Owner / Founder

My professional journey has been marked by continuous growth, adaptability, and a commitment to excellence. Early on, I developed strong interpersonal, communication, and customer-facing skills, which proved invaluable as I transitioned into the financial services sector. In banking and finance, I developed a keen understanding of data analysis, strategic thinking, and complex problem-solving.


My experience and skills include understanding the intricacies of compliance and regulation, embracing cutting-edge technologies, and simplifying financial jargon. By utilising these I have managed to drive business growth and improve out-of-date legacy systems.


Becoming a father was a transformative experience, further sharpening my ability to multitask and persevere through diverse challenges. My focus is now on enhancing financial understanding for all and striving to make financial guidance more accessible by removing unnecessary complexities. I am passionate about harnessing advanced technologies, to ensure that everyone has the ability to access the necessary information to create a brighter future for themselves and their families.


If you wish to connect, ask a question, or arrange a consultation, please feel free to email me, use the contact form on the homepage, or book directly via our services page.

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