We have been providing independent financial advice, based in Norfolk, for over 20 years.
Neil joined us in 2006 as a Financial Adviser, whilst building strong relationships with clients he showed an ability to develop solutions which could be delivered to all clients and earned a place on the board, becoming a director in 2011.
Neil is responsible for the governance and development of Via Wealth, in addition to this he feels that it is vital that as director he continues to advise and work with clients. Involved with all areas of financial planning but specialising in Wealth Management, he regularly works with clients to ensure they are on track to reach their financial planning goals.
Outside of work, Neil enjoys spending time with his wife and two daughters.
Philip has over 30yrs experience in the financial services industry. He was a financial planning manager in the investment division of a high street Bank for 15 years before moving into the independent arena.
Philip has experience in all aspects of financial planning, however specialises in investment planning and holds the advanced industry qualifications for tax and trusts. He works closely with other professional connections, especially Solicitors helping them advise their clients with trusts, power of attorney/deputyship cases.
Outside work, Philip is married with 2 children, has a love for skiing and travelling.
Simon has been working in the financial services industry for over 20 years, having previously worked as an adviser for large insurance company. He has many years of experience in advising on all aspects of the financial planning process. Simon has a real passion for investment and pension advice, helping new and existing client’s achieve their short and long term financial goals. Outside of work Simon is a keen car enthusiast and can often be found tinkering on a project in the garage.
Marie has worked at LFP/Via Wealth for 12 years with a background of 18 years at Lloyds Bank.
As office manager she looks after client data, processes new business and organises all office administration
She has a Diploma in Financial Services as well as AAT NVQ level 3 in Accountancy.
She loves to travel and read books as well as keeping fit at group gym classes and running.
Our overwhelming focus is to be there for our clients at every step of their financial journey.
