Neil Forrest Fcbi

Neil Forrest FCBI is an experienced financial services professional with over 39 years of diverse experience across various roles. Currently serving as a Lecturer in Financial Services at Edinburgh College and a Financial Adviser at St. James’s Place, Neil is dedicated to helping clients understand their financial situations and options in a tax-efficient manner. Previous positions include Chief of Staff at Balmoral Asset Management Limited, Operations Director at Save and Invest, and significant leadership roles at Scottish Widows, TSB Bank, Lloyds Banking Group, and Bank of Scotland, where Neil led multiple strategic projects and business transformations. Neil holds fellow status from The Chartered Banker Institute and multiple degrees in financial services, marketing, and regulated financial planning.