Neil O’Connell

analyst

professionally

Neil is one of our analysts and has worked in the financial industry for over 10 years.

Day-to-day his role includes liaising with advisors, writing reports for clients, and actioning fund switches.

personally

Outside of work, Neil loves to watch football and is even a season ticket holder for Queens Park Rangers. When he’s not watching football, he’s playing for Buckingham United.

Neil also enjoys long walks in the countryside, preferably with a nice sunny beer garden at the end.

Neil in the spotlight

On an ideal weekend, you can find me:

Watching football in the sun and enjoying a few drinks with friends

My favourite holiday destination is:

Anywhere by the sea

If I could be any fictional character, I would be:

Rocky Balboa, one of my favourite films!

Meet the team

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    Alison Loder

    independent financial advisor

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    Andrew Roberts

    independent financial advisor

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    Andy Bowler

    training and development manager

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    Andy Morris

    independent financial advisor

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    Cameron Cunningham

    Financial Planning Associate

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    Caroline Bancroft

    finance assistant

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    Charlotte Taylor

    Administrator

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    Ciaran Cunnane

    Administrator

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    Connor Tustain

    Independent Financial Advisor

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    Curtis Green

    Administrator

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    Dave Marler

    Managing Founder

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    Declan Malone

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    Ellie Andrews

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    Gabrielle Wait

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    Georgia Tagg

    compliance manager

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    Baylee Cannon

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    Greig Ross

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    Hayley Smith

    Chief People Officer

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    Hugh Twigg

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    Jade Bates

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    Jake Relton

    administrator

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    Jake Crossley

    Financial Planning Associate

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    James Andrews

    Paraplanner

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    Joe Morris

    Administrator

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    Julian Palmer

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    Karen Thomas

    receptionist

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    Kath Watkins

    analyst

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    Lisa Armstrong

    Administrator

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    Kriss Elsdon

    Chartered Financial Advisor

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    Mike Marler

    Chief Financial Officer

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    Neil O’Connell

    analyst

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    Nikki Charley

    Client Steward

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    Noah Morris

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    Paul Everitt

    Paraplanner

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    Ryan Carter

    Director

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    Scarlett Marler

    Chartered Financial Advisor

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    Simon Hall

    independent financial advisor

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    Stephanie Nisbet

    administrator

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    Surjit Johal

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    Tammy Bloxham

    chief executive officer

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    Tom Batchelor

    Independent Financial Advisor

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    Wayne Collard

    Chartered Financial Planner