Neal Smith

Neal Smith

Neal Smith

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Neal Smith
Indendent Financial Adviser

Neal is based in Portishead near Bristol and joined Nexus in 2024.

He recently updated his qualifications to obtain his DipPFS (Diploma in Regulated Financial Planning) which allows him to cover all aspects of financial planning including investment advice. He is very experienced having worked in financial services for over 30 years, both as an advisor and more recently in investment solutions business development for various investment firms.

When not working Neal enjoys football and currently plays for Clevedon Town FC over 50s as well as coaching Portishead Town FC Juniors. He is married with 3 children and a very lively cocker spaniel.

Neal's professional qualifications include:

  • Diploma in Financial Planning (Dip.PFS)
  • Certificate in Mortgage Advice & Practice (Cemap)
  • Certificate in Equity Release
  • Statement of Professional Standing (SPS)

The Statement of Professional Standing is required by the FCA and is renewed annually. An SPS can only be issued by an FCA appointed accredited body and confirms that an adviser:

  • Has adhered to a code of ethical standards

  • Holds the required qualifications for the activities they undertake; and

  • Has completed appropriate Continuing Professional Development activities and complied with the 'Statements of Principle and Code of Practice for Approved Persons'.

Contact Neal Smith

P: 01278 439494