Neville has been in the financial services industry for 26 years.
He started at the Prudential Assurance in 1989 where he was a district agent and quickly moved up to a Senior Financial Consultant.
In 1996 he moved to Lloyds Bank completing a number of roles including the training of other Financial advisors. He progressed his career further by joining Lloyds Private Banking and for the past 8 years Neville has specialised in looking after a portfolio of demanding clients.
As an experienced advisor Neville is able to offer a holistic approach to client’s needs. He believes clients appreciate the provision of personal, face to face advice since everyone has their own concerns and ambitions.
Marc joined Neave & Co Wealth Management in June 2019, having spent the last 9 years working in various roles across Financial Services, with a focus on inheritance tax, investments and retirement planning. Marc also spent 2 years working as a Financial Adviser in Singapore, providing advice to the Expat community. This experience has allowed Marc to build his knowledge and skillset which he can now call upon when advising clients.
Marc is based in Cullompton and serves clients in Devon, Somerset and further afield. He enjoys helping clients achieve their goals and ambitions at various stages of their lives, with high quality, face to face advice.
In an industry that is continually evolving, Marc places great emphasis on maintaining high standards of knowledge and is working towards his Chartered Financial Planner qualification, which he hopes to achieve by early 2020.
Outside of work, Marc is kept busy with his young son George, Fiancé Laura and the family’s Golden Retriever thrown in for good mix. Marc enjoys playing football locally as well as partaking in the odd round of golf – to varying levels of success.