Vale of Belvior based Chartered Financial Planner covering Nottinghamshire and Derbyshire.

Unlike many Independent Financial Advisers we strongly believe in Face to Face Advice and will be happy to discuss your needs in your home or place of work or if you prefer one of our local offices at a time to suit your schedule not our office hours.

Neil is an Associate of the Personal Finance Society (APFS)  and Affiliate member of Resolution (formerly known as the Solicitors Family Law Association (SFLA) and although able to offer a comprehensive range of financial planning services to all age groups, his  particular strength lies in acting for clients whose personal circumstances will benefit from  specialist knowledge and experience in Pensions, Investment and related Tax planning.

My main premise is to create long term successful partnerships with my clients who generally come to us from three categories.

PRE RETIREMENT.  Typically employees or owners of small to medium sized businesses planning for  retirement.

POST RETIREMENT.  Clients would typically be looking to obtain the income they need to support their chosen lifestyle in the most tax-efficient way using existing pension plans and investments.  They may also be keen to reduce the eventual liability to Inheritance Tax on their estate when they finally die.

RECOMMENDATIONS BY THEIR OTHER PROFESSIONAL ADVISERS. Work is introduced through Solicitors and Accountants, in such areas as  Matrimonial and Divorce cases ( Pension Sharing) Investments and planning for Long Term Care.

Hallmark (East Midlands) Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 403377
The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Registration Address: Hallmark (East Midlands) Limited 38 High Lane West,West Hallam,Ilkeston,Derbyshire,England,DE7 6HQ
England Registration Number:05065436

Hallmark (East Midlands) Limited is Authorised and Regulated by the Financial Services Authority