Legacy and Investment Specialist- London @ (January 2016 - December 2017)
Premier Client Manager HNW @ (July 2005 - December 2015)
IFA, Director @ Espiene IFA (April 2002 - July 2005)
Regional Manager @ WIFAS (February 1993 - April 2002)
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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