Neil Roberts Email and Phone Number
I am a Financial Planner at Bishops Financial Planning providing transparent and independent advice. With over 24 years' experience within the financial services industry, I am passionate about helping my clients and their families achieve their financial aspirations. I aim to build and maintain long-term trusted relationships with my clients, both old and new.I started out working for Nationwide Building Society where I obtained my Diploma for Financial Advisers with The London Institute of Banking & Finance before moving to Prudential, Aviva and then AFH Wealth Management. I have continued to study over the years across key financial planning areas with the Chartered Insurance Institute.I specialise in offering expert advice in a wide range of areas, including pensions and retirement planning, investments, inheritance tax & protection planning.Given Bishops Financial Planning's independent status, I can access the whole of the market to achieve the most suitable outcome for my clients.Outside of work, I enjoy spending time with my partner and two boys. I have been a Liverpool Football Club season ticket holder for over 20 years and follow them around the UK & Europe whenever possible.To arrange an informal, no-obligation meeting, contact me via neil.roberts@bishopsfp.co.uk
Bishops Chartered Accountants
View- Website:
- bptax.co.uk
- Employees:
- 4
-
Managing Director Financial PlanningBishops Chartered Accountants Jun 2023 - PresentBlackburn, England, United Kingdom -
Independent Financial PlannerBishops Chartered Accountants Jul 2022 - PresentBlackburn, England, United KingdomBishops Financial Planning is an Appointed Representative of Best Practice IFA Group - Part of Benchmark Capital -
Independent Financial AdviserAfh Wealth Management Mar 2021 - Apr 2022 -
Financial AdviserAviva Jan 2018 - Nov 2020 -
Financial Planning PartnerPrudential Uk Apr 2016 - Dec 2017 -
Financial Planning ManagerNationwide Building Society Sep 2007 - Mar 2016 -
Mortgage AdvisorNationwide Building Society Nov 2004 - Sep 2007 -
Customer AdviserNationwide Building Society Aug 2001 - Nov 2004
Neil Roberts Education Details
-
Knowsley Community CollegeBusiness Studies (B), Sport Studies (B), Computing (C) -
Knowsley Hey School1 Grade A, 8 Grade B
Frequently Asked Questions about Neil Roberts
What company does Neil Roberts work for?
Neil Roberts works for Bishops Chartered Accountants
What is Neil Roberts's role at the current company?
Neil Roberts's current role is Managing Director & Independent Financial Planner at Bishops Financial Planning | Wealth Management | Pensions | Investments | Inheritance Tax | Protection.
What schools did Neil Roberts attend?
Neil Roberts attended Knowsley Community College, Knowsley Hey School.
Who are Neil Roberts's colleagues?
Neil Roberts's colleagues are Justyna Letkiewicz Pm.dip, Simon Halliwell Fcca, Rachael Marwood, Georgia Laing, Anthony Lems.
Not the Neil Roberts you were looking for?
-
Neil Roberts
Senior Leader In Driving Innovative Transformation Through Digital & Technology Enablement.Woodmancote -
Neil Roberts
St Albans -
Neil Roberts
Knutsford -
2googlemail.com, img.com
-
Neil Roberts
East Horsley
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial