Neil trained with the Inland Revenue before moving in to practice (working for Top 20 and Big 4 firms including PwC and Deloitte.) He has specialised in taxation for over 30 years and prior to joining Praesum Partners he worked in senior roles at both Barclays Wealth and Deloitte. At Deloitte he led a leading edge private client planning team and had national responsibility for private client taxation strategies.
His expertise is particularly used by very high net worth/ultra HNW entrepreneurial clients seeking to manage their business and private wealth.
Neil operates to create a bridge between the capabilities of Wealth managers their clients and advisors to provide innovative solutions for a wide array of private client issues. He combines strong technical skills with an ability to listen and really understand
Neil qualified as a Chartered Taxation Advisor in 1988 and also holds an Advanced Certificate in Human Relations.
Tim has over 30 years experience in the financial services market. He has provided solutions to the IFA market including Accountants and Solicitors over this period of time
Tim has held a number of senior positions with a number of national companies including, Royal London and Aegon.
He specializes in the Pension and Investment arena, both on and offshore together with providing tax and trust solutions to the intermediary market.
He has a large distribution network covering the breadth of the UK which has been built up over the last 30 years.
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