NGEN Financial Planning

Neil is a partner at NGEN, and is responsible for investment management and corporate strategy. Before NGEN he was an Executive Director at Morgan Stanley in London from October 2006 to April 2013. In his last role as Portfolio Strategist he managed the signal analysis, optimisation and portfolio construction architecture that powers the investment... product suite built around Morgan Stanley's research content. He was also a leading product architect in the Innovation Working Group that drives the development of discretionary PWM strategies within the EMEA region. Before joining Research, Neil was a portfolio manager at Morgan Stanley Investment Management, where his team managed $1.4 billion in open-ended funds and separately managed accounts. Prior to Morgan Stanley, Neil was a Vice president at Credit Suisse, where his responsibilities included the allocation of risk capital to hedge funds. Neil holds an MSc in Mathematics and Finance from Imperial College and an MBA from The University of British Columbia. David is a financial adviser and heads up the Brighouse office within NGEN Financial Planning. Prior to joining NGEN he set up David Meakin IFA, a financial advisory firm in West Yorkshire. David Meakin IFA merged with NGEN in 2020. David started his career at Prudential and left to setup his own firm where he became a tied agent of London & Manchester Assurance. Subsequently he became an independent financial adviser and started David Meakin IFA. David has over 30 years experience in financial services and has been providing financial advice to clients throughout the West Yorkshire and Manchester area. He specialises in pensions, investments and protection and maintains a portfolio of long-standing private and corporate clients. Richard is a financial adviser in the Newcastle-under-Lyme office and is a regional director within NGEN Financial Planning. Prior to joining NGEN, he set up UK Financial Services, a financial advisory firm in Newcastle-under-Lyme. UK Financial Services merged with NGEN in 2019. ...Read More