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Neale has over 30 years' experience in the financial services industry, having held a variety of business development, adviser-facing and client-facing roles with leading UK wealth and insurance providers. Following Scottish Widows' acquisition of Embark Group, Neale joined the Scottish Widows Distribution team, where he provides technical expertise across pensions, investments, tax planning, trusts, estate planning and broader financial planning matters.
A Chartered Financial Planner (FPFS) and Chartered Insurer (ACII), Neale works closely with financial advisers, business development colleagues and proposition teams, helping to navigate complex client scenarios and regulatory developments.