Neil Willis, Director Of Operations

Neil brings over 20 years’ experience in financial industry management to the team at Carlton James, with significant experience across a variety of sectors and geographies.

Neil began his career with insurance and investment management business Lincoln Financial Group before moving into the property sector. As Sales Director of independent mortgage broker Mortgages & Remortgages Ltd. he recruited, built and managed a team of professional mortgage advisers. In his next role as Sales Director of property-focused Investment Portfolios Ltd he was fully responsible for monitoring and managing sales targets to meet business needs.

In his later career Neil went on to specialise in South American markets. As Area Manager for wealth management firm Global Index International, Neil provided financial packages and solutions to international corporate clients and high net worth individuals operating in the Brazilian oil and gas market. Subsequently, as Country Manager at Global Investments, he was responsible for effectively delivering projects to establish the Company in Brazil, a new market where they had not previously operated.

Neil’s expertise lies in taking and identifying new opportunities and markets and controlling the penetration of these markets and he has delivered a consistent track record of new business structuring, along with consistent levels of repeat business from an existing client base.