Financial Administrator
Working towards Diploma in Financial Services
Courtney supports advisers with processing client reports, maintaining and updating client records, and managing client and provider enquiries and correspondence to ensure a high standard of client service.
She has worked in financial services for two years and joined TNS in 2024.
In her spare time, Courtney enjoys travelling, cooking and socialising with friends and family.
Real reviews from our clients, published unedited
Review for Leo Neal
Manchester · April 2026
What were the circumstances that caused you to initially look for an adviser?
I was looking for a Financial advisor and Leo was recommended to me by a family friend.
How has Leo Neal helped you?
Leo has helped me in many aspects regarding investments and planning for the future.
Have you seen the outcome you were hoping for?
Yes I have been happy with outcome.
What could they have done better?
Not sure they could.
Review for Leo Neal
Cheshire · April 2026
What were the circumstances that caused you to initially look for an adviser?
Making sure we were ready for retirement.
How has Leo Neal helped you?
Leo's knowledge has been invaluable, helping us plan for retirement, always willing to help with advice and to look into things.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing! Leo is very knowledgeable and professional, making sure you understand everything.
Review for Leo Neal
Lancashire · April 2026
What were the circumstances that caused you to initially look for an adviser?
We were moved over to Leo due to staff changes.
How has Leo Neal helped you?
Improved our pensions and outlined other issues that we need to address e.g. Wills etc.
Have you seen the outcome you were hoping for?
Yes.
Based in Boston, Lincolnshire
Whether you're planning for retirement, reviewing your investments, or simply want to understand your options, our team of local advisers are here to help. Get in touch today for a no-obligation conversation.
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