+44(0) 1704 514 000 info@optasia.co.uk

Ben Neale

Wealth Management Consultant

As a financial advisor at Optasia, I’m part of a wider mission to help a client achieve the most from their finances. I aim to build long-standing client relationships by providing a bespoke service tailored to the client.

Born and raised in Crosby, I was fortunate to attend Merchant Taylor’s where I received an excellent education and this has been instrumental in moulding me into the person I am today. Following a Maths and Economics degree from Newcastle University, I moved on to work as a data analyst for a large investment management firm in Liverpool before joining Optasia in March 2020.

Personal Interests

From regularly going the gym, to playing Sunday league football, I’m always staying active and healthy. I’m a keen competitor and love to win, however I made the mistake to support Everton!

I also enjoy spending time in the great outdoors in 2018 I travelled around the world backpacking which taught me the necessity of budgeting and financial planning.