Background
Neil is highly experienced with over 25 years in the industry as a financial adviser, holding the advanced pesions qualification. He specialises in pensions, investments, and long-term care planning, helping clients make confident financial decisions for both the present and the future.Neil works with clients predominantly in Surrey and the surrounding area and has long standing clients all over the UK.
Neil began his career in financial services in 1999 and has since worked with a number of advisory firms before joining Keystone Independent in 2009. Over the years, he has developed expertise in pensions, including at retirement, transfer of pension benefits, pensions in divorce as well as all aspects of investment advice, long term care planning and Inheritance tax planning.
Clients and colleagues describe Neil as professional, detail-focused, and highly creative in finding the right solutions for differing client needs. His approachable style and commitment to clear communication make him a trusted partner for those navigating complex financial decisions, particularly around complex pensions and investment solutions and later-life and long-term care planning.
Areas Of Expertise
Pensions, including transfers and retirement planning
nvestment strategies and portfolio management
Long-term care and later-life planning
Inheritance tax planning
Protection, including life, critical illness and income protection
Inheritance Tax planning is not regulated by the Financial Conduct Authority
Neil Clift
Financial Adviser
Neil is an experienced financial adviser with over 20 years in the industry. He specialises in pensions, investments, and long-term care planning, helping clients make confident financial decisions for both the present and the future.
Neil works with clients within near Walton-on-Thames, including Weybridge, Esher, Kingston upon Thames, Surbiton, Cobham and Guildford
What Our Clients Say About Neil
Robert
We wanted to invest for our future and Neil understood exactly what we wanted and explained everything in detail. Just excellent service.
Richard
Neil has been very thorough in identifying our attitude to financial risk and subsequently recommending the investment products that are right for us. This has also been the case with regard to a contribution pension pot that Neil was able to transfer to a more suitable product.
Get Advised By Neil
Let’s make your next move a confident one.
Whether you’re just starting to explore your options or ready to take the next step, our experienced advisers are here to help — no pressure, no jargon, just tailored advice that works for you.
✅ 100% free initial consultation (approx 30 Minutes)
✅ No obligations, just clarity
✅ Speak to a real adviser who understands your goals
Fill out the form and we’ll be in touch shortly to arrange a time that suits you, or call us directly on +44 (0) 208 939 4545