Neil has a wide remit of responsibilities and experience as Managing Director of the Mark Holt & Co Group.
His time is split between leading our business and his client portfolio. Both roles he approaches with the same passion and drive to make a difference, whether that be to our clients or our team. Having started as an 18 year old apprentice the culture and values of the firm are embedded in everything Neil does and fuels his desire to give others the opportunities that he has enjoyed.
These years of experience have built an extensive and broad range of advisory skills which gives Neil the opportunity to add value to his clients through proactive and creative planning ideas that help them not only grow, but also protect the business and personal wealth they are building.
His experience sees him delivering a range of projects to his clients from business sales and acquisitions, to management buy outs, corporate restructures, income and wealth planning and tax planning assignments.
Where the need arises Neil also enjoys delivering through his role in Healium providing a direction for his clients and adding to the value and profitability of their business.
In summary Neil is driven to make an impact and enjoys making a difference.