Neil Phelan
Financial Planning Consultant DipPFS
A little bit about Neil
Neil is a Diploma qualified Financial Planning Consultant and a member of the Personal Finance Society. He has more than 27 years’ experience within the Financial Services industry, with the last 18 years specialising in advising medical and dental professionals. He prides himself on providing quality advice and a first-rate level of service and strives to be the first point of contact for any of his client’s financial planning needs.
He joined the financial services industry in 1991 and has a wealth of experience in providing tailored financial advice with an excellent understanding of the NHS Pension Scheme, helping clients to understand the complexities of scheme taxation, Lifetime and Annual Allowance, and Scheme Pays.
He has spent his career advising clients with their everyday and more complex financial affairs in a straightforward and easy to understand manner and prides himself on the advice he provides.
He is married with 3 children and 1 grandchild, and outside of work enjoys spending quality time with his family.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.