Neil is a Trainee Wealth Manager at Raymond James, Spinningfields. He provides support to the financial planning department, assisting individuals in areas such as investments, pensions, protection and inheritance tax planning.
Prior to Raymond James, Spinningfields, Neil worked at Evolution Money helping clients find bespoke secured loan solutions.
Neil is level 4 qualified through the Chartered Insurance Institute (CII) and is studying to become Chartered over the next few years.
DD: 0161 532 6400
E: Neil.Williams@RaymondJames.com