sculpture looking across bay

About Us

Neil Mumford

Neil Mumford FPFS, ACII

I am a Chartered Financial Planner and have spent the last 30 years as a Financial adviser.

As a result of further study, I  was awarded Fellowship of the Personal Finance Society, in 2015. This is the highest award offered by the society and one of the most prestigious titles in UK Financial Planning.

Clients range from board level executives, business owners to retirees.

Focusing on building long term relationships, helps my clients and their families create financial independence.  I also aim to help them achieve their goals and aspirations in life.

Many clients are near to, or in retirement. Acting as their custodian, I make it my job to ensure that their assets are in the right place and along with the use of cashflow planning software, I can help keep them on track.

Having a passion for the more rural outdoor life, I live in the picturesque village of Frensham, Surrey with my wife Sharon and pet cockerpoo Kizzy.

“I have had a business relationship with Neil for over 30 years. I can therefore speak with a very long-term view of Neil’s advice and service. Throughout this time, I have found Neil to be entirely on top of the complexities involved in providing appropriate and tailored financial advice. His advice is consistently well informed and he can be relied on completely to provide sound, practical advice. Neil is responsive to requests for help and has always charged fairly for the services provided. Trust is important in such a relationship; I trust Neil”

Paul, Beckenham, Kent

"Focused on Preserving & Growing your Savings"