Wealth Platform Login

Neil Davey

Advising Partner

I have worked in the Financial Services Industry for around 30 years and in that time, as well as becoming Director of the company, have completed my Advanced Diploma in Financial Planning to achieve Chartered Status.

Prior to my current role I worked at the Yorkshire bank from 1985 and worked my way up to become an adviser in 1995. In the year 2000 I left the bank to set up the business with Rich Firth, our Commercial Finance Broker and fellow Director.

I also play a role in the wider Financial Services community as I am a Yorkshire Professional Finance Society Committee member as well as being ex President of the Hull Chartered Insurance Institute in 2009. I have been the Vice President again in 2023 and President most recently in 2024.

In my spare time I enjoy walking my dog and watching sports such as football and PDC Premier League Darts. I also enjoy going to see Santa Pod and various comedians.

Areas of expertise

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day. I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum. I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.
Picture of Neil Davey
  • 2 Redcliff Road
  • Melton
  • East Yorkshire
  • HU14 3RS
TOMD SERVER