Jonathan Neale Email & Phone Number
Private Client Director - Chartered Financial Planner @ TrinityBridge
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Jonathan Neale Location
- England, United Kingdom
Jonathan Neale Work
- 2017 -now Private Client Director - Chartered Financial Planner @
- 2013 -2017 Associate Director - Wealth Advisory @
- 2010 -2013 Chartered Financial Planner. Corporate Independent Financial Adviser @
- 2005 -2010 Independent Financial Adviser @
- 2003 -2005 Senior Premier Manager @
- 2002 -2003 Commercial Manager @
Jonathan Neale Education
- University of Manchester - Institute of Science and Technology
Bachelor of Science (BS) (Financial Services)
Jonathan Neale Skills
- Wealth Management
- Retirement Planning
- Protection Planning/family Security
- Estate Planning
- Succession Planning
- Business Recovery Planning
- Chartered Financial Planner
- Exit Strategies
- High Net Worth Individuals
- Investments
- Income Protection
- Strategic Financial Planning
- Inheritance Tax Planning
- Pensions
- Protection
- Critical Illness
- Wealth
- Holistic Financial Planning
- Investment Advisory
- Personal Financial Planning
- Investment Strategies
- Financial Services
- Retirement
- Asset Allocation
- Financial Advisory
- Relationship Management
- Wealth Management Services
- Retail Banking
- Savings
- Wealth Accumulation
- Private Banking
- Mortgage Lending
- Equities
- Portfolio Management
- Financial Planners
- Investment Management
- SIPP
- Trusts
- Structured Products
- Funding
- Bonds
- Alternative Investments
- Independent Financial Advice
- Mutual Funds
- Personal Finance
- Asset Management
- Fixed Annuities
- Pension Funds
- Financial Risk
- Employee Benefits
- Banking
- Public Speaking
- Microsoft Office
- Financial Analysis
- Management
- Project Management
Jonathan Neale Summary
- Jonathan Neale, based in England, United Kingdom, is currently a Private Client Director - Chartered Financial Planner at TrinityBridge. Jonathan Neale brings experience from previous roles at Grant Thornton UK LLP and HSBC. Jonathan Neale holds a Bachelor of Science (BS) in Financial Services @ University of Manchester - Institute of Science and Technology. With a robust skill set that includes Wealth Management, Retirement Planning, Protection Planning/family Security, Estate Planning, Succession Planning and more. Jonathan Neale has 1 emails and 2 mobile phone numbers on RocketReach.
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Top TrinityBridge Employees
Suzanne Collins
Head of Marketing
London, GB
Catherine Parry
Chief Financial Officer
United Kingdom
John Edmeads
Head of Wealth Planning
United Kingdom
Dominic Carver
Managing Director
London, GB
Sam Barton
Managing Director
London, GB
Theodora Angelakopoulou
Head of Brand
London, England, GB
Gregg Clarke
Chief Operating Officer
Kelvedon, GB
James Ratnage
Head of Change Management
Chelmsford, GB
Jeremy Ross
Head of Technology Solutions
London, GB
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