Sam Neale

I have over 30 years’ experience advising clients on how to meet their financial goals. I hold advanced professional qualifications in taxation, trusts, pensions and provide holistic financial planning.

With experience, comes expertise, I deal with all areas of financial planning which includes estate planning and retirement planning both building up to retirement and how the best way to access it.

I work hard to maintain long term client relationships, providing trusted and dependable professional advice in an approachable and friendly way. This instils confidence in my clients that I can help meet their financial planning needs in a world where legislation and their own needs and circumstances continue to change.