William Neal

About William

I am an Investment Manager, joining the company in 2021 with a degree in Accounting and Finance. Since then, I have completed the CISI Level 7 qualification, becoming a Chartered Wealth Manager, and I also hold the CISI Level 4 Financial Planning and Advice qualification.

I work closely with private clients, families, business owners and charities, helping them to grow and preserve their wealth over the long term. I take pride in getting to know my clients and building strong relationships with them, allowing me to create bespoke investment portfolios tailored to their individual circumstances, objectives and priorities.

I closely follow financial markets and global developments, combining these insights with a detailed understanding of each client to help guide their investment strategy.

Outside of work, I enjoy keeping fit, playing golf and riding my motorbike, as well as spending time with my family and young son.