Greg Neall, Independent Financial Adviser

An introduction to Greg Neall

Your career to date?
My experience as a specialist in the pensions industry goes back 15 years. After graduating in Mathematical Physics from Liverpool University I worked for Prudential then Barclays Life, reviewing personal pension sales and calculating compensation for mis-sales. This experience gives me a very consumer focused style of advice.

After travelling in Southern Africa and North America, I joined Sage Financial Services and later began working for Honister Partners where I was awarded Chartered Status by the Personal Finance Society in 2008.

I am currently working towards the Fellowship of the Chartered Insurance Institute.

What do I specialise in?

Retirement Planning & Company Pensions. In addition to individual planning services, I also offer consultancy to companies on new and legacy pension issues.

Adviser Profile -

Greg offers expert financial advice on all types of pensions, mortgages, investments and insurance. Greg and his family have been based in the Staines area for 8 years and he works with other local professionals to give support to clients in that community.

Greg spends his time outside the office as Chair of a village football club and he occasionally gets to indulge his love of live music when family life allows.
The aim of the business is to build long term, trusted relationships with all our clients in Middlesex and Surrey. Greg has worked in the industry for 15 years and now operates as a partner in the UK’s largest independently run financial advice group.

You can choose a specific service that you need or you can take up our truly holistic financial advice and support. Whatever your financial plans are, Greg and his team are here to help.

What do you specialise in?
Occupational Pension Transfers, Financial Planning Advice

If you could offer one piece of financial advice to an individual, what would it be and why?
Begin saving for your retirement sooner rather than later, and stick to it. This will help you retire earlier and wealthier.

Which areas of financial planning do you feel an individual should be addressing in the next 2 years?
The areas that always make you think "I should do something about that" but that you never get round to.

What is the most common mistake you find individuals make in financial planning?
Often products are confused with the investments within them. A good adviser will educate a client on subtleties such as these.

As an independent financial adviser what, for you, are the main benefits of being a part of Honister Partners Ltd?
Local presence but national scale.