Neil McCormick

Senior Partner at Lifestyle Insurance
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Contact Information
Location
Hong Kong SAR, HK

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5.0

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/ Based on 2 ratings
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Federico Masin

I've always been diffident towards insurances and financial services, that was until I met Neil, who over years of professional relationship has won my trust by being always helpful, precise and honest in his advises. I highly recommend Neil to anyone who doesn't understand the intricacies of financial services and insurances and is looking for someone they can trust to guide them

Sebastian B.

I was looking for a comprehensive global health insurance to cover my family (myself and two children). Neil was a tremendous help in laying out the different options, explaining different providers, their policies advantages and disadvantages that allowed me to make an informed choice. He became a good friend that provided invaluable advice in the area of insurance and financial planning for a local (Hong Kong) but also global outlook.

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Credentials

  • Diploma in Insurance (Society of Insurance Broking)
    The Chartered Insurance Institute Hong Kong
    Feb, 2022
    - Oct, 2024
  • E-Licence
    Estate Agents Authority
  • IIQE
    Insurance Authority

Experience

    • Hong Kong
    • Insurance
    • 1 - 100 Employee
    • Senior Partner
      • Apr 2016 - Present

    • Senior Manager
      • Apr 2016 - Oct 2018

    • Senior Partner
      • Oct 2018 - Present

    • Senior Manager
      • Apr 2016 - Oct 2018

    • Director - Insurance & Estate Planning
      • Oct 2013 - Apr 2016

      General: Motor, Home Contents, Building, Domestic Helper, Travel. Business: Employees'​ Compensation, Public Liability, Contents, Cyber Liability, Commercial Vehicle, Marine Cargo, CAR, Professional Indemnity, Directors and Officers' Liability, Performance Bonds, Trade Credit.Corporate: Business Interruption reviews and Business continuity planning.Healthcare: Individual Local and International Private Healthcare, Group Health, Affinity Schemes.Life Insurance: Term, Whole of Life and Critical Illness.Investment Products: Regular & Lump-sum platforms, Pre-developed Land.Estate Planning: Will Writing.Built-up extensive relationships within the local and international insurance providers covering all of the above range of products. Show less

    • Manager
      • Apr 2012 - Apr 2016

      Independent Insurance & Wealth Management Brokerage.Covering General Insurance (individual and corporate), Health, Life & Investment Planning.General Products: Motor, Marine, Cargo, Travel, Employee Compensation, Public Liability, Contents.Financial Lines: Professional Indemnity, Directors and Officers' Liability, Balance Sheet Protector.Health: Individual Local and International Healthcare, Group Health and Affinity Schemes.Life Insurance: Term, Whole of Life and Critical Illness.Investment Products: Regular & Lump-sum platforms, Pre-developed Land.Built-up extensive relationships within the local and international insurance providers covering all of the above range of products. Show less

    • Singapore
    • Construction
    • 1 - 100 Employee
    • Director
      • Apr 2009 - Mar 2012

      Hong Kong Property Investment Brokerage. Hong Kong Property Investment Brokerage.

    • Retail Office Equipment
    • Senior Consultant
      • Apr 2009 - Mar 2012

      Independent Insurance Brokerage covering Long-Term, Investment-Linked and General Insurance. Independent Insurance Brokerage covering Long-Term, Investment-Linked and General Insurance.

    • United States
    • Real Estate
    • Assistant Manager
      • Jul 2007 - Mar 2009

      Global Real Estate Services provider. Global Real Estate Services provider.

    • Senior Negotiator
      • Jun 2006 - Jul 2007

Education

  • University of Strathclyde
    LLB, Law
    2002 - 2005
  • Chartered Insurance Institute
    Diploma in Insurance (Dip CII)
  • Estate Agents Authority
    E Licence
    2007 -

Community

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