Neil Parry
Wealth Planner @Kingswood Group
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WORK HISTORY
Wealth Planner @Kingswood Group
Macclesfield, GB
As a Wealth Planner, I provide bespoke, client-focused financial advice tailored to individuals, families, businesses and charities across various stages of life. My work spans key areas such as investment planning, retirement strategy, tax efficiency, and wealth preservation—always grounded in a personal, relationship-led approach.Day-to-day, I take time to understand each client’s unique circumstances, goals, and values, developing financial strategies that are both technically robust and aligned with their long-term vision. I believe in building trust through clarity, consistency, and advice that evolves alongside life’s changes.I joined the business following its acquisition by Kingswood, which took place two years prior. Since then, it’s been an exciting period of growth and transformation. The team has expanded from three to six Wealth Planners, reflecting the increasing demand for high-quality advice and the confidence our clients place in us. A major part of my role has been to engage with long-standing clients during this transition—strengthening relationships, ensuring continuity, and helping them access the broader capabilities and enhanced services now available through Kingswood.It’s a privilege to be part of a growing, forward-thinking business with a strong culture of care and ambition, where client outcomes remain at the heart of everything we do.
EDUCATION
The London Institute of Banking & Finance
Financial Advice Diploma (DipFA)
The London Institute of Banking & Finance
Certified Professional in Financial Advice
Staffordshire University
HNC
ABOUT NEIL PARRY
I am a client-focused UK Independent Financial Advisor / International Client Advisor with 15+ years of experience. I am expert in improving client financial situations in UK and abroad through careful evaluation of options and thoughtful and wide-ranging solution recommendations.I am analytical and problem-solving, understanding clients’ unique financial positions to define bespoke approaches to prudent financial decisions. I am strong in holistic planning, learning about clients’ financial situations, investigating banking, investment and insurance needs to develop meaningful and accurate strategies. In my research and fact-finding with clients, I include tracking and managing their previous and existing pensions, investments and insurance portfolios to achieve optimum investment decision-making. I focus on maintaining client relationships, meeting and consulting clients regularly to ensure that plans remain on track and relevant to current circumstances.Some of my recent successes- Helped a client to achieve debt-free transition to UK with strong ongoing financial position after redundancy abroad, by assessing resources and liabilities, performing cashflow modelling and creating a long-term investment strategy- Gave a client a clear picture of his options with tailored and targeted advice which allowed client to move forward confidently following divorce, by providing advice on consolidating global investments and property in tax-efficient ways.Key Skills:Collaboration | Communication | Cross-Cultural Awareness | Financial Advisory and Report-Writing | Financial Analysis | Financial Software/Modelling Applications | Financial Planning, Insurance and Protection | Financial Planning, Wealth Management | Holistic Planning | International Financial Advice and Guidance | International Knowledge for UK Clients | Long-Term Customer Relationships | Markets and Investments Research | Sales and Marketing
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