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Neil Marlow profile image

Neil Marlow

Technical Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Self Employed</span>
Intro Book
Seasoned financial professional with extensive experience in financial planning, accounting, and management.
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Location
Bingley, England, United Kingdom, GB
Languages
  • English -
  • British Sign Language -
Skills
  • Chartered Financial Planner
  • Technical Support
  • Business Development
  • Paraplanning
  • Management
  • Show all
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Bio

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Neil Marlow is a seasoned financial professional with 40+ years of experience in financial planning, accounting, and management. He holds various certifications from the Chartered Insurance Institute and the Institute of Chartered Accountants in England and Wales. He has worked in various roles, including Managing Director, Independent Financial Advisor, and Director and Accountant.

Experience

  • Self Employed
    • Bingley
    • Technical Consultant
      • 2009 - Present
      • Bingley

      Reviewing ongoing advice/file reviews to ensure compliantTraining and assisting with paraplanning /complianceAssisting with bringing projects to marketDevelopment of professional connections and helping add valueTechnical advice

  • Bridford Group of Companies
    • Leeds and Skipton
    • Managing Director, Owner and IFA
      • 1989 - 2009
      • Leeds and Skipton

      To develop and provide independent advice to clients of accountancy and solicitors connections. Also development and marketing of financial products to advisers in the UK and overseas

  • Yorkshire Financial Clinics Ltd
    • Keighley
    • Independent Financial Advisor
      • 1986 - 1989
      • Keighley

      Provided independent financial advice to clients

  • Harvestime Services Ltd
    • Bradford, United Kingdom
    • Director and Accountant
      • 1979 - 1986
      • Bradford, United Kingdom

      Managing the day to day operations of the business and facilitate the accounting division

  • Newby Castleman
    • Leicester, United Kingdom
    • Manager to Partner
      • 1972 - 1979
      • Leicester, United Kingdom

      Trainee and then manager to partner. Involved in personal and corporate tax, preparation of accounts and audits to multinational level

Education

  • 2016 - 2016
    Chartered Insurance Institute
  • 2015 - 2016
    Chartered Insurance Institute
  • 2015 - 2015
    Chartered Insurance Institute
  • 1999 - 2005
    Chartered Insurance Institute
  • 1993 - 1999
    Chartered Insurance Institute
  • 1993 - 1993
    Chartered Insurance Institute
  • 1973 - 1978
    Institute of Chartered Accountants in England and Wales
  • 1965 - 1972
    City of Leicester Grammar

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