Our People

Neal Smith

Head of Sales, South West & Wales

Neal heads up the South West and Wales region.

He has a 30 year career history spent entirely within the Financial Services Industry; during this time he has held various roles at two of the largest UK based life offices encompassing a broad range of areas in the finance sector, most notably attaining Senior Financial Advisor status at Aviva. Most recently he was Head of Distribution at Discretionary Fund Managers Whitechurch Securities Limited in Bristol following an 8 year association with the Whitechurch Group of companies.

Neal’s progressive experience has allowed him to become attuned to Adviser needs. He is dedicated to helping them improve the investment services they offer their clients.

Contact Neal
Tel: 07789 914084

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