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Chartered Financial PlannerDavid Neale

Telephone: 0121 262 4140

Mobile: 07958 527570

David Neale


David leads the Birmingham office, merging his original business with Beckford James in 2012.

David is a key member of the Portfolio Investment Committee, providing monthly oversight of portfolios from a macro and individual holdings perspective.

David also specialises in Tax Efficient Investment and sits on the review committee assessing specialist investments for clients within the VCT, EIS and Business Relief environment.

Outside of the office David pursues various activities to stay active and refreshed including cycling, skiing and mountaineering. Having crossed into his 40s he’s also added ‘mid-life’ crisis’ guitar lessons to the repertoire!