Better Business  

'The people at the top of the tree don't understand how you do the job'

“It is all about integrity. It's all about actually, just because you do something that you can justify to yourself, doesn't mean that you can live with it.

“That resonates a lot with how to give advice.”

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And lastly, what is the one thing you cannot live without as an adviser?

“Probably my calculator,” he said. 

“By academic training, I’m a mathematician, maths and physics, so I do take a more mathematical approach to the job than some advisers.”

Neall said he understands that it’s essential to know the lifestyle concept but argued it's actually a whole lot easier to get into that side of the conversation if you can talk very confidently about numbers.

If you own your own advice firm and would like to get involved with the Coffee Corner interview series, contact deputy news editor Sonia Rach via email.

sonia.rach@ft.com