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About Neil McLachlan
Neil was appointed to the Board in April 2005 as Compliance Director and has maintained the position ever since.
Neil began his career in financial services as a graduate trainee within the Nationwide Building Society. Upon leaving 6 years later, Neil was successfully managing 2 branches in Central London. Career progression led Neil to various advisory roles within Building Societies, Banks, and following a period of travelling and teaching abroad, Neil became a Financial Adviser for Clerical Medical and HSBC. It was in 2001 that Neil joined Lowes as a Senior Technician, and within three years Neil was appointed as Compliance and Training Manager.
Neil is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest accolade granted by the CII. His biggest personal accomplishment to date is in gaining Fellowship status with the Chartered Insurance Institute in 2004, closely followed by gaining a Distinction in his Post Graduate Diploma in Financial Services Law and Regulation with the Metropolitan University in 2006.
While at Lowes, Neil spent 5 years working with the Chartered Insurance Institute, first as an Examiner and later as Senior Examiner on their Advanced Trust Paper.
“I believe that education is an ongoing and lifelong process and is a vital part of maintaining competence in our profession. I hope I stand as a good example and am keen to encourage others to continue with their studies.”
Business Qualifications
Qualification |
Abbreviation |
Fellow of the Personal Finance Society | FPFS |
Chartered Financial Planner | APFS |
Associate of Chartered Institute of Bankers | ACIB |
Financial Planning Certificate | FPC |
Advanced Financial Planning Certificate | AFPC |
Taxation & Trusts | G10 |
Personal Investment Planning | G20 |
Pensions Planning | G60 |
Mortgage Advice & Practice | CeMAP |
Business Financial Planning | G30 |
Investment Portfolio Management | G70 |
Securities Institute - Investment Management Certificate | CertIMC |
Investment Management Certificate | IMC |
Holistic Financial Planning | H25 |
Retirement Options | K10 |
Savings & Investments | SV1 |
Sales Management & Supervision | H15 |
Pensions | CF9 |
Lifetime Mortgages | CF7 |
Post Graduate Diploma in Financial Services Law | N/A |
Long Term Care | CF8 |
Home Reversion Plans | HR1 |
Securities Institute Diploma in Investment Compliance | MSI |
Step Certificate for Financial Services | N/A |
Financial Services, Regulation & Ethics | RO1 |
Pensions Update | RO8 |
Higher Education Qualifications
Qualification |
Abbreviation |
Business Studies | BA (Hons) |
Contact Neil McLachlan
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