Neil Watson
Founder and Director of The Planning Room, Neil Watson gets a kick out of taking his clients on a journey. By tapping into what you want and helping you understand more about the financial markets,...
Stuart Copeland
A firm believer in the importance of getting the strategic foundations right, Stuart Copeland loves helping clients map out their big goals and objectives and implement a strategy that is tailored ...
George Straker
52 years in financial services and George is still going strong. A former training executive, respected bank manager and experienced financial planner for over two decades, George decided to amalga...
Kate Gifford
The word ‘amazing’ doesn’t quite cut it when it comes to the lovely and talented Kate. A natural organiser, administrative wizard and dedicated Mum of five, Kate is the backbone and engine ro...
The Planning Room make me feel like I am their only client! Service above and beyond expectations and nothing too much trouble. They look after all of our needs and do it all with a really positive outlook and a smile.
Melissa
The Planning Room has so much knowledge in all things financial and somehow manages to makes it fun! I always look forward to catching up. Highly recommended.
Maggie
The Planning Room are absolute legends! They have helped me and my family for many years now. My life changed for the better the day I met Neil and I recommend him and his team to as many people that I can.
Peter
I have found Neil and the team at The Planning Room the perfect partners when it has come to securing and protecting my financial future. They have ensured decisions made have been based on my needs, both personal and financial. A great comfort.
Grant
The Planning Room are incredibly helpful and knowledgeable on all things financial and investment. Anytime my husband and I have dealt with them, they made it easy to understand as well as making it fun, no question left unanswered!
Holly
I have used The Planning Room for many years and they are highly skilled in all things financial. They are extremely trustworthy and I would have no hesitation in recommending them.