Managing Director & Chartered Financial Planner
Neil established Primera Wealth Management in October 2017 following 2-years working as one of the leading Wealth Planners at the National advisory firm Bellpenny.
Back in 2002, Neil founded and grew Unizone Independent Financial Advisers, which was acquired by Bellpenny in 2014 at which point
Managing Director & Chartered Financial Planner
Neil established Primera Wealth Management in October 2017 following 2-years working as one of the leading Wealth Planners at the National advisory firm Bellpenny.
Back in 2002, Neil founded and grew Unizone Independent Financial Advisers, which was acquired by Bellpenny in 2014 at which point funds under influence were in the order of £400m. Neil has over 25 years’ experience in the financial services industry, which includes both banking and independent financial advice.
Neil specialises in pre and post retirement planning, with a particular focus on pensions, investments and estate planning. He has a passion for client service and ensures this ethos has been ingrained in each and every team member at Primera Wealth Management. Neil’s focus for clients is on providing added value and he has built an enviable reputation as a trusted source of financial advice.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning and taxation advice
When Neil is not in the office, he is a keen sports fan, enjoying football, golf and racquet sports whilst also supporting his son around various sporting venues.
Director (Operations)
Mark brings a wealth of experience to the Board and will take responsibility for the management of our operational staff, also ensuring that our regulatory requirements are met whilst ensuring that client service and delivery are at the forefront of everything we do.
Having worked in both operational and client facin
Director (Operations)
Mark brings a wealth of experience to the Board and will take responsibility for the management of our operational staff, also ensuring that our regulatory requirements are met whilst ensuring that client service and delivery are at the forefront of everything we do.
Having worked in both operational and client facing roles, Mark has a unique knowledge of financial services, gaining knowledge from the banking, insurance and financial industries dating back to 1994. Mark joins Primera from Bellpenny/Ascot Lloyd where he was the National Operations Director. Here, he was a member of the Executive Committee, responsible for business strategy and development, also responsible for the companies office, staff and procedural structures.
Mark is married and has a keen interest in motorsport, having previously raced his own kart. He now spends much of his time supporting the interests of his two young children and can still be found at kart circuits, but now as mechanic for his eldest son.
Financial Planner
David has almost 30 years of experience in financial services, with 20 years of those providing advice direct to the public.
His career in financial services started in 1988 with Friends Life and in 1998, David made the move to become a financial adviser. David has worked with firms of accountants in London and national fi
Financial Planner
David has almost 30 years of experience in financial services, with 20 years of those providing advice direct to the public.
His career in financial services started in 1988 with Friends Life and in 1998, David made the move to become a financial adviser. David has worked with firms of accountants in London and national firms of Independent Advisers.
David advises on all aspects of financial planning (including pensions, investments and tax planning) and deals with a diverse array of clients, from self-employed and owner-managed businesses, to partners and directors of larger enterprises, as well as a number of trusts.
A number of David’s clients have been with him for approaching 20 years, through the sales of businesses, and into retirement. David will often have been the trusted financial adviser for multiple generations of families.
The Financial Conduct Authority does not regulate taxation, trust advice and some aspects of corporate financial planning
David is a keen cyclist and lives in Essex with his wife and two children.
Paraplanner
Paul works alongside Neil to assist him in providing a 1st class service to clients of Primera Wealth Management.
Paul’s responsibilities cover a range of duties, which include research, report writing, technical analysis, along with a multitude of back office tasks, all of which are essential to helping clients achieve their fi
Paraplanner
Paul works alongside Neil to assist him in providing a 1st class service to clients of Primera Wealth Management.
Paul’s responsibilities cover a range of duties, which include research, report writing, technical analysis, along with a multitude of back office tasks, all of which are essential to helping clients achieve their financial and lifestyle goals.
Paul has worked in the financial services industry in excess of 25 years, this including time spent with various insurance companies, before joining Unizone and in turn supporting Neil over the past 7 years.
Whilst Paul is passionate about his work, when not in the office he enjoys travelling, a range of sports, and long walks with his wife and dog in the countryside.
Paraplanner
Kenan works closely with David, assisting him in looking after and servicing his clients.
Kenan’s responsibilities include report writing, reviewing client portfolios, researching funds and products, and technical analysis, all tasks essential to helping our clients achieve their financial goals and objectives now and in the fut
Paraplanner
Kenan works closely with David, assisting him in looking after and servicing his clients.
Kenan’s responsibilities include report writing, reviewing client portfolios, researching funds and products, and technical analysis, all tasks essential to helping our clients achieve their financial goals and objectives now and in the future.
Kenan has worked in the financial services industry for the last 15 years and holds the Diploma in Financial Planning. He has worked predominantly with Financial Advisers but also with insurance companies.
Outside of the office Kenan is a passionate football fan and plays in his local darts team. When not playing or watching sport Kenan enjoys spending time with his wife and four children, especially running around after his 1 year old!
New & Existing Business Administrator
Michelle joins the team having previously worked in client support and account management roles where the key focus was providing high quality customer service. Her experience and skill set ensures Michelle understands and is able to deliver the service that Primera Wealth Management clients expect.
As
New & Existing Business Administrator
Michelle joins the team having previously worked in client support and account management roles where the key focus was providing high quality customer service. Her experience and skill set ensures Michelle understands and is able to deliver the service that Primera Wealth Management clients expect.
As well as taking responsibility for general day to day tasks in the office Michelle’s responsibilities includes completing administrative tasks on client portfolios and assisting the paraplanning team.
Outside of the office, Michelle enjoys travelling and is keen sports fan. When not supporting Arsenal, Michelle enjoys spending time with her friends and family.
New & Existing Business Administrator
Matthew had 5 year’s experience in the Financial Services industry before joining the business. In this time he refined a great number of customer service skills and built industry knowledge that allows him to contribute to the Primera Wealth Management team.
Alongside Michelle, Matthew assists and aid
New & Existing Business Administrator
Matthew had 5 year’s experience in the Financial Services industry before joining the business. In this time he refined a great number of customer service skills and built industry knowledge that allows him to contribute to the Primera Wealth Management team.
Alongside Michelle, Matthew assists and aids both Neil and David in meeting preparation and submission of new business cases. Other responsibilities include information gathering for the paraplanning team and the smooth internal operation of the business.
In his free time, Matthew likes to spend time experimenting in the kitchen or listening to audiobooks.
Primera Wealth Management's clients are supported by an experienced team that have combined experience of over 50-years in Financial Services and specifically within the Independent Advice sector.
Our committed team are the key to providing the high level of customer service that our clients enjoy and deserve.
CATS
(Compliance And Training Solutions)
Compliance and Training Solutions Ltd (CATS) have been providing Compliance support throughout the UK for over 13 years.
They believe in providing a hands on approach and becoming part of our team to ensure that the firm adheres to
regulations as stipulated by the regulator.
Mel Holman who takes the le
CATS
(Compliance And Training Solutions)
Compliance and Training Solutions Ltd (CATS) have been providing Compliance support throughout the UK for over 13 years.
They believe in providing a hands on approach and becoming part of our team to ensure that the firm adheres to
regulations as stipulated by the regulator.
Mel Holman who takes the lead role in providing support for the firm has over 19 years experience in the financial services industry 17 of which have been in compliance. Mel is a Certified Financial Planner (CM) and Chartered Financial Planner.
The entire team of consultants at CATS are all qualified to a minimum of diploma level.
Brad Flack
(Cloud Fixes)
Brad and his team provide the day to day management of the key technical infrastructure and systems used by Primera.
As well as ensuring high availability of systems, Brad also provides a full technical helpdesk for user issues.
Located close by in Colchester, Cloud Fixes have over 20 years of experience working in IT
Brad Flack
(Cloud Fixes)
Brad and his team provide the day to day management of the key technical infrastructure and systems used by Primera.
As well as ensuring high availability of systems, Brad also provides a full technical helpdesk for user issues.
Located close by in Colchester, Cloud Fixes have over 20 years of experience working in IT services for companies within the financial services sector.
Brad is a season ticket holder at Watford FC and also enjoys badminton and nights out with his wife.
Primera Wealth Management is a trading style of Primera Wealth Management Limited. Primera Wealth Management Limited Registered in England and Wales No 107284999. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY. Primera Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Primera Wealth Management is a wholly owned subsidiary of Perspective Financial Group Ltd.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK Should you have cause to complain, and you are not satisfied with our response to your complaint you V1 2021 may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk
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