Meet the team
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William Neal
Chartered Independent Financial Adviser
After gaining invaluable experience in previous roles at financial institutions such as Lloyds Bank, I joined AMFA so that I can tailor my advice to my client’s needs, with the full flexibility that independent advice allows.
Having achieved chartered status, I have an in depth understanding of all the technicalities you come across in creating a financial plan but like to keep things simple when it comes to conveying the best way to achieve objectives. Further to this, I am always continuing to expand my knowledge with additional exams and other personal development so that I am fully equipped to assist for any personal circumstances.
Away from the role, most of my free time involves spending time with my working Labrador, Chester. I also ‘attempt’ to stay fit mainly through weekly park runs and other events from time to time.
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Call 02380 420 606 for a quick chat or contact us and we can arrange an initial consultation. Whatever life-stage you are at right now, we'd love to help.
ARTICLES AND INSIGHTS
AMFA flies for Saints Foundation
On Saturday 23 September, one of our own, Caitlin Wyeth took part in the Big Saints Skydive in support of the Saints Foundation.Read more
AMFA Supports Wessex Heartbeat
September 7 saw the return of the New Forest Rotary Club Charity Golf Day. Along with other local businesses, AMFA took a four-strong team to the fiercely contested event at Bramshaw Golf Club. Read more
Increasing v Decreasing Term Assurance
Understanding the main benefits and drawbacks of both increasing and decreasing term assurance can help you make the best decision when it comes to your protection needs. Here we look at the differences and what this means for you.Read more
