Who we are
About Neo Wealth | The Neo Wealth Financial Planning Team
why choose us?
At Neo Wealth, ‘what’ we do is relatively straightforward. We provide financial planning, manage risk and investments and offer tax planning advice to ensure you keep the returns you make. But the honest truth is that our ‘what’ is nothing new or different. For Neo Wealth it’s our ‘why’ our ‘why’ is simple; to ‘make people’s lives better’. Giving everybody access to affordable accessible financial advice.
So what makes us different?
Neo Wealth is on a mission to provide first-class, independent, professional, and unbiased Financial Planning, tailored to meet our client’s individual requirements and goals. We understand that navigating the intricate financial world of savings, pensions, investments, and tax planning can be an emotive and complicated process, but we aim to remove those complexities and provide honest, regulated, reliable and timely advice.
Regardless of status and wealth, we believe everyone should have access to professional advice, giving our clients peace of mind that their financial well-being is in good hands. Our goal is to empower clients to navigate their financial decision-making process and take complete ownership of their financial future.
The Neo Wealth Principles
Meet our Senior Team
Ashleigh Cherry
DipPFS PFE(PIP) - Founder & Business Development Director
Ashleigh is a highly qualified level 9 CII financial adviser with a solid background in the financial services industry, spanning almost a decade. With a wealth of experience in various roles, she has acquired a comprehensive understanding of the industry, having worked in administration, management, advising, and paraplanning.
Now, as the founder of Neo Wealth, Ashleigh utilises her expertise to ensure the seamless operation of every aspect of the firm. Ashleigh’s ultimate strength and passion lie in engaging directly with clients, fostering face-to-face interactions, and solving their financial challenges. She thrives on the day-to-day conversations, as well as problem-solving, that arise during these interactions. Ashleigh finds immense joy in witnessing the satisfaction of clients when they achieve positive results and find solutions that meet their needs. Building and nurturing long-term relationships is a particular focus for Ashleigh, as she believes in creating connections that flourish and grow over the years to come. Through Neo Wealth, Ashleigh has created a platform to provide exceptional financial advice and solutions to her valued clients. Her hands-on approach ensures that clients receive personalised attention and tailored recommendations that align with their unique circumstances and goals. With a strong commitment to client satisfaction, Ashleigh strives to go above and beyond, ensuring that each client receives the utmost care and achieves their desired outcomes. ‘I genuinely love seeing our clients happy with the results and solutions we provide for them’ building and creating new relationships that flourish over the years to come’
Amy Hall
Founder & Director
Meet Amy, Our experienced client manager. With her friendly demeanour, competence, and acute eye for detail, Amy is a crucial asset to our team. However, what truly sets her apart is her unwavering commitment to achieving the right client outcomes. Amy possesses a deep understanding of financial products, regulations, and industry best practices.
Amy’s attention to detail is unparalleled, ensuring that every aspect of a client’s financial situation is thoroughly analysed and considered. Amy’s friendly nature and warm approach make her a pleasure to work with. She builds strong relationships with clients, putting them at ease and creating a comfortable environment for open communication. Clients appreciate her approachability, as she takes the time to listen to their needs and concerns, ensuring they feel heard and understood throughout the advisory process.She has an acute eye for detail not only creatively but professionally too and has a demonstrated history of working in B2C and B2B business environments. A strong marketing professional skilled in strategic marketing, corporate communications, management and digital marketing, Amy is responsible for driving traffic, growth, conversions, development, engagement.. She additionally manages our customer and prospecting data always ensuring GDPR compliance.
Karl Thompson
Director of PBIM
After gaining a first class honours degree at university, Karl started his investment career with J.M Finn & Co. He moved over to the trading side to work as a market
maker for IFX Markets. Karl left to set up and run the private client stock broking desk at Mint/BGC.In 2012 Karl founded Peregrine & Black with Patrick Bullman offering bespoke stockbroking services to professional and institutional clients. Karl became a co-founder of Peregrine & Black Investment management in 2015 and is a director of the business.
Claire Stringer
COO
Claire assumed the role of Office Manager in June 2021, contributing 21 years of extensive experience in Office Management, audit, and compliance within the education sector. In her capacity, Claire oversees all facets of Peregrine & Black’s administration and HR. Concurrently,
she collaborates with the Neo Wealth team, ensuring seamless and effective coordination across two sites.
Patrick Bullman
PBIM Compliance Director
With over 20 years of experience in bond, equity, and CFD markets as a broker, Patrick founded Peregrine & Black Capital in 2012. In 2015, he assumed the role of director at Peregrine & Black Investment Management. As the Senior Compliance
Director and Money Laundering Reporting Officer (MLRO), Patrick plays the crucial role of overseeing Neo Wealth’s compliance.
Meet our Neo Team
Steve Sutton
Dip FA
Steve Sutton is a true Yorkshire man with a wealth of experience in the financial services industry. With an impressive tenure of 34 years in the field, Steve has established himself as a trusted and knowledgeable professional.
He has dedicated 24 years to serving as an independent adviser, offering his expertise to a diverse range of clients. Steve’s extensive experience and expertise encompass various areas within financial services. His specialties include wealth management, retirement planning, tax mitigation/avoidance, offshore investing, and corporate and personal insurance protection. Whether clients seek guidance in growing their wealth, planning for a secure retirement, or protecting their assets. With a reputation for professionalism, expertise, and a client-centric approach, Steve Sutton is committed to helping individuals and businesses achieve financial success. His dedication to staying informed about industry trends and regulations ensures that his clients receive the very best care and optimal financial solutions.
Michaela Pashley
FPFS PFE(PIP)
Michaela is an examiner, trainer, author, consultant, and financial adviser. She is the entrepreneur behind qualification provider PFE (2020) and financial adviser Roseum Financial Planning (2023).
She has worked with some of the profession’s biggest brands including M&G/Prudential and St James’s Place. She works with Neo Financial as a consultant, assisting Ashleigh with highly complex cases (often involving legacy investment and pension products). Outside work, Michaela has two children which keep her extremely busy. She enjoys makeup, video games, and good movies.
Soemoe Thein Win
CAIA MCSI
Meet Soemoe, a highly accomplished investment professional recognized by Citywire for his expertise. With a substantial background in asset management, specialising in institutional clients and high-net-worth individuals, Soemoe brings a wealth of experience to his role.
Known for his pragmatism and approachability, he possesses strong communication skills and a genuine passion for delivering tailored investment strategies that consistently exceed client expectations. Soemoe’s commitment to professional development is evident through his memberships in prestigious organisations. As a Member of the Chartered Alternative Investment Analyst Association (CAIA), he stays at the forefront of alternative investments, equipped with the latest knowledge and insights in this evolving field. Additionally, his membership in the Chartered Institute of Securities and Investment (CISI) further demonstrates his dedication to upholding the highest professional standards in the investment industry. One of Soemoe’s key strengths lies in his ability to translate complex investment concepts into clear and actionable strategies. He possesses an innate talent for simplifying intricate financial matters, making them accessible to clients and enabling them to make informed decisions. Soemoe firmly believes in the power of personalized approaches and takes the time to thoroughly understand his clients’ unique financial goals, risk tolerances, and aspirations. By leveraging this deep understanding, he designs and implements tailored investment strategies that align with their specific needs, ultimately aiming to exceed their expectations.
Rachel Taplin
Client Relationship Manager
Welcome to the digital space of Rachel Taplin, a financial services professional with 24 years of dedicated experience in customer service and administration. Whether catering to internal or external clients, her focus has always been on delivering an exceptional end-to-end experience.
Known for her upbeat and enthusiastic personality, Rachel brings a positive and enjoyable dynamic to the workplace. She prides herself on being a helpful and caring team player, integral to the success of the teams she’s been a part of. Rachel is our administrative expert, keeping the wheels of Neo turning in operational bliss.
Beyond her professional life, Rachel is happily married with two teenage children who bring joy and balance to her world.
Holly Taplin
Junior Administrator
Having just completed my a levels, I am thrilled to embark on this exciting new chapter of my career. The role of an administrator is unlike anything I’ve done before, and I find it incredibly rewarding. I consider myself passionate about my work and take pride in my attention to detail, ensuring every task is completed to the highest standard.
Read MoreCurrent Vacancies
We are always looking to expand our team. If you have an administration, paraplanning or advising background or have relevant industry experience we would like to hear from you.
Finding the right people is at the heart of our success. We are proud of our team and their commitment to excellence. We reward all team members with fantastic benefits, challenging and exciting roles, lots of opportunities to grow and develop and an awesome place to work.
If you’re interested in joining the Neo Financial Planning team please just send us your name, email, a covering letter and your CV using the form on this page.
Alternatively, just forward your CV and covering letter to [email protected] and tell us why we need you on board.
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