Neil Dobson

Wealth Manager

Neil joined us in 2018 having previously worked at a national investment and financial advice firm. His career began at Norwich Union over 30 years ago and he's worked at local advice firms and within the financial planning teams of Eversheds Solicitors and Baker Tilley Accountants.  He is a Chartered Financial Planner and has achieved fellowship of the Personal Finance Society, providing advice to individual clients and business owners throughout East Anglia and beyond.

Neil is based mainly in our Norwich office but travels regularly to the Ipswich office to deal with Suffolk based clients. His specialism is retirement planning, and he's a qualified Pension Transfer Specialist.  Neil also advises clients on their investment and estate planning requirements and strongly believes in building long term relationships by providing an excellent level of client service.  He's an advocate of using cashflow modelling with clients to help analyse their financial circumstances against future goals.

Neil lives in Norwich and is married with two teenage children.  His passion is sport and he played football and cricket until middle age and injuries caught up with him!  He still likes to watch live sport when he can. Originating from the North West, Neil is a Liverpool football club fan though he keeps an eye on the local teams too!

He lived in Essex for a couple of years in his youth therefore still follows Essex Cricket Club and tries to get to watch one or two cricket games a year either at Essex County Ground or an England international. His other hobby is fishing and he can often be seen stalking the rivers of Norfolk and Suffolk looking for his next big catch!

Meet the Team

Neil Dobson's Latest News

How do I pass on my pension?

From generation to generation in a tax-efficient manner
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The Critical Factor

Neil Dobson discusses financial safeguarding to protect your family, should the worst happen
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Thinking ahead

Reconsidering your retirements options?
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DIY Financial Planning SOS

Neil Dobson comments on DIY Financial Planning.
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