Neil Carroll

With 15 years in the profession, Neil is a Chartered Financial Planner with a wealth of experience. He has worked for leading wealth management and private banking firms and was recruited into Wren Sterling to add his expertise the established private client team.

Neil firmly believes in doing the basics right and creating a secure foundation for financial plans to be built upon. Because of this he ensures his clients have the time and space to fully explore both their dreams and their fears before producing a robust plan to help navigate them to financial success.

Neil advises and almost all financial areas and also has several special interests including:

  • Exit and succession planning for business owners
  • Family, estate and Inheritance Tax planning
  • Retirement planning and how best to access your pensions at retirement
  • Tax planning strategies

Outside of work Neil lives with his wife and 3 young children where he is an active member of the local community helping support and raise money for local good causes.