Neil Reader Email
Senior Financial Planner @ Ascot Lloyd
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Neil Reader Location
- London, GB
Neil Reader Work
- 2026 -now Senior Financial Planner @
- 2023 -2026 Senior Financial Planner @
- 2018 -2023 Director of Wealth and Financial Planning @ Leagold Miller
- 2018 -2018 Financial Planning Consultant @ Pannells Financial Planning Ltd
- 2016 -2017 Legacy and Investment Specialist- London @
- 2005 -2015 Premier Client Manager HNW @
- 2002 -2005 IFA, Director @ Espiene IFA
- 1993 -2002 Regional Manager @ WIFAS
Neil Reader Education
- The Society of Trust and Estate Practitioners (STEP)
Certificate for Financial Services - Trusts and Estate Planning
- Chartered Insurance Institute
AFPC, AF5
- IFS
Certificate in Mortgage Advice and Practice (CeMAP)
Neil Reader Summary
- Neil Reader, based in London, GB, is currently a Senior Financial Planner at Ascot Lloyd. Neil Reader brings experience from previous roles at abrdn, Leagold Miller, Pannells Financial Planning Ltd and HSBC. Neil Reader holds a Certificate for Financial Services - Trusts and Estate Planning @ The Society of Trust and Estate Practitioners (STEP). Neil Reader has 2 emails on RocketReach.
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