Neil Ledbrook
Andover
Independent Financial Adviser
T: 03330 124709
M: 07810 561838
E: neil.ledbrook@pil.uk.com
A: 2 Newbury Street, Whitchurch, Hampshire, RG28 7DN
Qualifications: Advanced Diploma in Financial Planning, Diploma in Financial Planning, Investment Management Certificate, Personal Investment Planning, Investment Management, Tax & Trusts, Pension Funding Options, Pension Income Options, Pension Planning, Financial Planning Process, Long Term care.
Experience: I have been involved in financial services since 1996. I have worked as an adviser for the Cooperative Insurance Society, a discretionary investment manager for Misys Investment Services and an investment researcher for Sesame. Prior to joining Protection & Investment in January 2009, I worked for Fidelity International, one of the world’s largest investment companies. I hold the Advanced Diploma in Financial Planning and I am a Chartered Financial Planner. Whilst I also provide a holistic advice service, I specialise in retirement planning (for those pre-, at- and post-retirement), savings and investing and estate planning. I offer an initial meeting, at my expense, which provides the opportunity to discuss your situation and objectives as well as my services and fees.
Family
I like to spend time with my family – wife (Gemma), three children and too many pets.
Interests
If I get chance, I love spending time by the water, fishing.
Client testimonials
I seek long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals. These are some words from my existing clients:
“Neil is always extremely helpful, kind and considerate. Thank you Neil.” Mrs W
“Neil was very straight forward and easy to deal with, I would recommend him to a friend…….” Mr W
“I have been impressed with the service and understanding of my needs and the recommended products within my budget.” Ms C
“Neil continues to be an excellent advisor. He has provided sound and trustworthy advice and I continue to rely on him and his judgement” Mr J
“Delighted with the service.” Mr P
“I have worked with several different advisers from different organisations over a 20 year period but I have been very impressed with Neil’s approach. I am already confident that this will be a successful long term relationship and wish that I had met Neil a long time ago.” Mr M
“I am very happy with the service that Mr Ledbrook gave me and I will certainly contact him again when I need financial advice in the future.” Mr W
“Neil has provided financial advice for some years now. I have always found him approachable, friendly and very professional.” Mr J
“Neil provides a professional service and every detail is clearly explained. If I have any questions they are promptly answered.” Mr M
“We were given clear and concise information and advice from start to finish. Neil is extremely knowledgeable about the current and historical market conditions and provided us with a very professional service.” Mr & Mrs T H
My areas of expertise
Planning for
your retirement
Estate Planning
