Neil Roberts Email & 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