Neil Rossiter

Lifestyle Financial Planner @Blackdown Financial

Taunton, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2001 — Present

Lifestyle Financial Planner @Blackdown Financial

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Providing Lifestyle Financial Planning which through use of lifetime cashflow software help my clients see what their financial future looks like and then gives them the opportunity to change it, if it not to their liking.

EDUCATION

1992 — 1994

University of Plymouth

HND, Marketing

1988 — 1991

The Richard Huish College, Taunton

Mathematics and Economics

SKILLS

Retirement PlanningProtectionEstate PlanningPensionsSippRetirementStrategic Financial PlanningIncome ProtectionWealth ManagementEquity ReleaseInheritance Tax PlanningWealthTrustsCritical IllnessFinancial PlannersInvestmentsFinancial PlanningMortgage LendingBuy to LetResidential MortgagesCashflow PlanningCash Flow

ABOUT NEIL ROSSITER

I am a professional financial planner providing levelheaded expertise to help clients achieve financial independence.Financial independence is about achieving and maintaining a desired lifestyle without fear of running out of money. My belief is that financial planning carried out correctly can change lives and that by building a comprehensive financial plan before recommending financial products I can help people make sense of their money and simplify what can be a very complex area. Comprehensive financial planning includes lifetime cashflow planning, investment and pension planning and reviews,mortgage services, inheritance tax and estate planning.I specialise in helping Business Owners, Private Clients, Solicitors and Trustees.

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Neil Rossiter — Lifestyle Financial Planner at Blackdown Financial in Taunton, GB | Unifers