Ashleigh is a qualified level 9 CII financial adviser who has worked within the financial services industry for almost a decade before establishing Neo Wealth .Having worked within in a number of roles, she has experience in every area, from admin and management to advising and paraplanning, now putting her expertise to full use ensuring every part of Neo runs seamlessly. Ashleigh’s ultimate strength and passion lies in being face to face with clients, the hands-on day to day conversations and problem solving.
P&B Wealth Planning is a trading name of Peregrine and Black Investment Management Limited, a firm authorised and regulated by the Financial Conduct Authority. FCA FRN 757. Company registration number 09706196727.
© Copyright 2023 P&B Wealth
Registered Office: Peregrine & Black Investment Management Ltd, 85 Bolton Street, London W1J 8BA. Please note we are a financial and wealth planning business but not tax advisers. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should always take independent tax advice. Tax advice is not regulated by the FCA.
