Neil Jaundrell

I have worked in the financial services sector since 1991, bringing over 3 decades of experience to my role as an independent financial adviser. I have also previously been a company director for my own comapany within the industry.

I specialise in Pensions, Investments and Inheritence Tax Planning. I hold Pension Transfer Specialist status and advice clients across a full range of retirement planning, from accumulation strategies through to complex decumulation and death benefit scenarios. My advice spans both defined contribution and defined benefit arrangements, including transfer analysis, drawdown and scheme specific rules across public and private sector schemes.  On the investment side, i advise on portfolio construction, fund selection, tax-efficient wrappers and risk-adjusted performance measurement.

I believe everyone should have access to the highest quality of independent financial advice.  I often find people want financial advice but do not know where to turn and of the biggest rewards of what i do is help people understand how to meet their goals and provide security both for themselves and their families.

When i am not with clients you will find me following rugby or cricket, or even playing golf – The three sports I have followed and played for as long as i can remember.