Neil Mccann Email and Phone Number
Neil Mccann work email
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Neil Mccann personal email
Following a successful career with Cazenove in the City of London, I branched out into the world of wealth management and financial planning, having started a new career with the highly regarded St. James’s Place Wealth Management in early 2014.My key objective is simple: to help clients by advising on how to build and preserve capital in a tax efficient manner.I offer face to face financial advice with regular follow-up reviews, and try to establish long term relationships with clients. My advice always takes account of four broad financial imperatives:• Awareness of the potential damaging long term effects of inflation• Sufficiency of cash held for emergencies• Diversification of investments• Investing for the longer termTypically, I work with successful professionals and business owners and look to provide trusted advice designed to help my clients achieve their financial goals.Please don’t hesitate to send me a connection request or an email if you would like to know more. Please note that the value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up, you may get back less than you invested. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 17/7/2024
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Associate PartnerSt. James’S Place Wealth ManagementLondon, Gb
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Associate PartnerSt. James’S Place Wealth Management Jan 2014 - PresentLondon, United KingdomSt. James's Place Group started business in the early 1990s and is now a listed company with significant client funds under management. Through our dedicated network of advisers - the Partnership - we offer face-to-face wealth management advice, which is tailored to meet your own specific circumstances. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. -
Senior Finance ConsultantKleinwort Benson Jun 2012 - Dec 2012 -
Managing Director - Financial ControlJ.P. Morgan Cazenove Apr 2001 - Jun 2010In charge of a team of 13 people, with 3 direct reports. Responsibilities comprised:all statutory and financial reporting; internal management accounts and MIS; regulatory reporting to the FSA; budgeting and cost control; balance sheet and P&L monitoring; accounts payable and receivable; financial reporting to J.P. Morgan; major aspects of risk management (e.g. VAR and position valuation); revenue and cost sharing agreements with J.P. Morgan; production of monthly financial review for Board and Executive committee meetings and all finance department reports for quarterly Audit committee meetings; pay and bonus reviews for whole department.Attended all J.P. Morgan Cazenove and Cazenove Group Audit Committees since 2003Alternate for Finance Director on J.P. Morgan Cazenove Commitments Committee (Underwritings)Excellent knowledge of all operational aspects of the business including settlements and stock loans.Main point of contact with external auditorsKey finance contact on new business committee (e.g. CFDs)FSA Controlled Function CF29 (Significant Management)Former Director of Cazenove Securities Ltd (now dormant) -
Head Of Stock Lending And RepoEuroclear Uk Jan 2000 - Mar 2001Joined Business Development Group with responsibility for stock lending and repo. Reviewed Crest's position in international market place with regard to repo and stock lending and wrote recommendations for Board on new for equity and gilt repo product (subsequently implemented by the Bank of England). -
Business ManagerInvestec Bank (Uk) Ltd Jan 1996 - Dec 1999Assistant Director with operational responsibility for repo and stock lending and borrowing. Successfully managed the move into the new gilt repo market in January 1996. In June 1996 assumed responsibility for UK stock lending, and successfully completed the transition of UK equities from the paper based Talisman system into the paperless Crest system. Main responsibilities and achievements included:identifying and marketing to new lenders and borrowers, both UK and abroad; led successful bids for exclusive rights for substantial portfolios; prime sponsor for dealing related in-house IT development, and managed the change from old in-house legacy system to a new off the shelf system for equities and gilt repo; responsible for all legal aspects of UK and overseas lending and repo agreements; member of new business committee; member of the Bank of England's Stock Lending and Repo Committee, and of Crest's Stock Borrowing & Lending Liaison Group and Settlement Discipline Working Party (Market Side) -
Business ManagerCazenove Money Brokers Feb 1994 - Dec 1995Business Manager with responsibility for financial control, systems development and regulatory reporting to the Bank of England. Cazenove Money Brokers was acquired by Clive Discount at the end of 1995. Main responsibilities and achievements included:introducing daily P&L statements for all business areas (gilt and equity lending, international lending, certificates of deposit and both secured and unsecured cash loans); planning and executing the change in regulatory reporting from the Bank of England’s ‘Blue book’ regime to the Capital Adequacy Directive; planning and executing the change to paperless stock settlement (Crest) and the new gilt and equity repo markets; implementing dealer responsibility for same day double checking of deal rates, thus eliminating P&L breaks; responsible for month end reporting of profit and loss and balance sheet to partnership
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Uk And International Broker Dealing Business ManagerCazenove & Co. Feb 1990 - Jan 1994
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Head Of Financial AccountsCazenove & Co. Aug 1988 - Feb 1990
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Audit SupervisorErnst & Young Sep 1982 - Aug 1988London, United Kingdom
Neil Mccann Skills
Neil Mccann Education Details
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Modern Languages
Frequently Asked Questions about Neil Mccann
What company does Neil Mccann work for?
Neil Mccann works for St. James’s Place Wealth Management
What is Neil Mccann's role at the current company?
Neil Mccann's current role is Associate Partner.
What is Neil Mccann's email address?
Neil Mccann's email address is ne****@****lus.com
What schools did Neil Mccann attend?
Neil Mccann attended University Of Oxford, Winchester College.
What skills is Neil Mccann known for?
Neil Mccann has skills like Equities, Financial Control, Financial Reporting, Settlements, Securities, Credit, Regulatory Reporting, Corporate Finance, Asset Management, Asset Managment, Settlement, Financial Accounting.
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