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Neil Whitaker

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

East Sussex, Kent

Neil Whitaker

Chartered Financial Planner

I have over 30 years’ experience as an independent financial adviser and, since 2010, have been a member of SOLLA, specialising in providing financial advice to later life private wealth clients.

I can advise on all wealth and financial planning areas (except mortgages), which include; assisting clients with their investments, pensions, estate planning needs and care fees funding strategies.

I care passionately about ensuring that my clients receive good, honest impartial advice with a warm, friendly, understanding, caring and reliable approach.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

East Sussex, Kent

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