Meet Our Team: Neil Haley

June 06, 2017 - Reena Patel

 

Name: Neil Haley

 

Job Role: Senior Partner and Independent Financial Adviser

 

Location:  Leicester

 

What inspired you to set up Furnley House?

Myself, John and Stefan were running our own individual businesses and it soon became clear that by sharing ideas and best practices we could become more efficient and provide better outcomes for our clients. Although Furnley House has grown at a rapid rate over the last few years we have kept to our values every step of the way.

 

What are you most likely to be doing day to day?

Predominantly looking after the finances of my existing clients.  As a member of SOLLA (Society Of Later Life Advisers) I am also active in the area of financial planning in later life.  I have a good working relationship with a firm of local solicitors who contact me for help with some of their clients.

As a Director and Shareholder of Furnley House I am also involved in the strategic decisions and future direction of the business.

 

What do you find most rewarding about your job?

Having known most of my clients for many years, it is very rewarding to help them to achieve their goals and aspirations.  Tax planning forms an important part of my advice, so it is always good to help clients avoid paying unnecessary tax.

 

What do you like to do when you aren’t at work?

Whilst I am family-orientated, I do manage to find some time to follow sports and am a member at Kirby Muxloe Golf Club.

 

What our clients think about Neil: 

‘Neil is excellent. Good Advice: honesty, integrity and someone who does not use jargon! Highly recommended.’

‘Neil Haley has been responsive and considerate of our needs, circumstances and requirements. I am really pleased that ethical funds and approaches are so embedded into the practice of the firm.’

‘I have come to expect and get excellent support and advice.’

To arrange a free initial consultation, call our office on 0116 269 6311 or email helloleicester@furnleyhouse.co.uk