Neil Carroll
Chartered Financial Planner
Profile
Neil Carroll is a Chartered Financial Planner with over 20 years' experience helping individuals, families and business owners make informed financial decisions. Since entering the profession in 2003, he has developed a particular expertise in advising owner-managed businesses, inheritance tax planning, retirement planning and long-term investment strategies.
In addition to his Chartered status, Neil holds the Private Client Investment Advice & Management qualification from the CISI and the Investment Management Certificate from the CFA Institute.
Neil believes that successful financial planning starts with a clear understanding of a client's goals and priorities. His philosophy is to thoroughly explore and continually revisit these objectives, recognising that the best financial plans are built upon what matters most to the individual. By combining technical expertise with practical advice, he helps clients make confident decisions at the moments that can have the greatest impact on their financial future.