Neil Roberts

Neil Roberts Email and Phone Number

Managing Director & Independent Financial Planner at Bishops Financial Planning | Wealth Management | Pensions | Investments | Inheritance Tax | Protection @ Bishops Chartered Accountants
lancashire, lancashire, united kingdom
Neil Roberts's Location
Greater Blackburn with Darwen Area, United Kingdom
About Neil Roberts

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

Neil Roberts's Current Company Details
Bishops Chartered Accountants

Bishops Chartered Accountants

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Managing Director & Independent Financial Planner at Bishops Financial Planning | Wealth Management | Pensions | Investments | Inheritance Tax | Protection
lancashire, lancashire, united kingdom
Website:
bptax.co.uk
Employees:
4
Neil Roberts Work Experience Details
  • Bishops Chartered Accountants
    Managing Director Financial Planning
    Bishops Chartered Accountants Jun 2023 - Present
    Blackburn, England, United Kingdom
  • Bishops Chartered Accountants
    Independent Financial Planner
    Bishops Chartered Accountants Jul 2022 - Present
    Blackburn, England, United Kingdom
    Bishops Financial Planning is an Appointed Representative of Best Practice IFA Group - Part of Benchmark Capital
  • Afh Wealth Management
    Independent Financial Adviser
    Afh Wealth Management Mar 2021 - Apr 2022
  • Aviva
    Financial Adviser
    Aviva Jan 2018 - Nov 2020
  • Prudential Uk
    Financial Planning Partner
    Prudential Uk Apr 2016 - Dec 2017
  • Nationwide Building Society
    Financial Planning Manager
    Nationwide Building Society Sep 2007 - Mar 2016
  • Nationwide Building Society
    Mortgage Advisor
    Nationwide Building Society Nov 2004 - Sep 2007
  • Nationwide Building Society
    Customer Adviser
    Nationwide Building Society Aug 2001 - Nov 2004

Neil Roberts Education Details

  • Knowsley Community College
    Knowsley Community College
    Business Studies (B), Sport Studies (B), Computing (C)
  • Knowsley Hey School
    Knowsley Hey School
    1 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.

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