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Neal Smith

Neal Smith

Head of Sales

Exeter Office

Tel: 07423 702618


Neal joined the financial services profession in 1987. Since then he has covered a range of roles which include financial adviser at one of the country’s largest financial corporate providers, a compliance and features writer at various trade publications, and most latterly in business development. He set up the B2B wing at Whitechurch Securities and was an early member of staff and shareholder at Parmenion.

Neal’s passion is working in partnership with financial planning practices to bring demonstrable improvements to their client outcomes and drive efficiencies within their internal processes. He has an enviable track record of proven professional engagement and delivery.

Outside of work Neal is married to Vicki who owns her own ‘zero waste store’ in their home town of Portishead in Bristol. They have 3 children: Ashley 18, Alfie 11 and Jude 8. On week days you are most likely to find Neal in the gym at 6 a.m. every morning, where he is a member of the local CrossFit team, and at weekends he’ll be either playing, coaching or watching football. He is an accomplished player in competitive leagues (albeit now at veterans level), a qualified football coach and a life-long Wolverhampton Wanderers fan.

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