About Us


The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Neil Roberts

Financial Planner

Neil has over 20 years' experience in Financial Planning, Wealth Management & Retail Banking working for some of the UK's largest companies. He has spent the last 15 years as a Financial Planner based in the North West.
Outside of work, Neil is a keen football fan and enjoys spending time with his partner and two boys.

Steve Swindlehurst

Finance Director

Steve has been an accountant for the last 35 years and has a breadth of knowledge of the UK small and medium size enterprise market.  He has also been involved in with Bishops Financial Planning since the company was founded.

During his career Steve, as a financial services professional, has worked with all types of businesses from established small/medium sized family firms to self employed business owners.  This natural progression has given him a unique insight into the running of businesses and their financial planning needs and objectives of the owners.

He now sits on the main board as Finance Director helping guide the company through the complexities of the UK regulated market.

Steve is married with 3 grown up children and is a keen badminton player.

About Us