Wealth Management Advice

Updated: Jun 24, 2020


I have known Neal for ten years now. I am a British citizen based in New York and I own a number of rental properties in London so needed a financial advisor who had specialist knowledge in dealing with international clients. The first time I spoke to Neal I was impressed by his professionalism, his ability to build relations and his flexibility to tailor his services around my needs. I found one of Neal's key strengths to be his extensive knowledge of financial services.


Neal is professional, knowledgeable and always displays a confident, positive and enthusiastic attitude to all aspects of his position, which inevitably has influenced my understanding of my own financial affairs.


Neal always maintains a calm approach to my financial endeavours handling each issue one step at a time, and if he needs clarification he has no hesitation confirming details with me to better clarify the problem. Neal adjusts well to dealing with international clients to produce results in a timely, calm and controlled manor. I have no hesitation in recommending Neal to others.


What could they have done better?

Come to New York and see me personally

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