Temple Alliance Financial Services Provider · FSP No. 45325
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Neil Baker

Neil Baker

FINANCIAL ADVISER

30+ years in banking and financial services

Neil brings three decades of banking and financial services experience to his role at Temple Alliance — a career that took him through niche market banking long before compliance frameworks dominated the industry. In those early years, trust and honesty with clients were not talking points; they were the only thing that kept a small bank in business. That environment shaped him. He has advised clients through the 1998 emerging markets crisis, the dot-com crash, the 2008 global financial crisis, and the 2020 pandemic — and what he has taken from each is a deep respect for resilience. His banking background also gives him a different lens on client relationships: he tends to think less about products and more about the full picture of a person's financial life. He is most in his element with clients who want a straightforward, experienced voice — someone who has seen the cycles and knows that sound planning, not market timing, is what builds lasting wealth.

“Life’s journey will always come with its ups and downs — learn to be resilient on the rollercoaster.”

Specialisation

Holistic Financial Planning

Like every Temple Alliance adviser, Neil can also help with the everyday essentials — medical aid & gap cover, investing, life & disability cover, wills & executor nomination, and first-time planning.

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Temple Alliance (Pty) Ltd is an authorised Financial Services Provider (FSP No. 45325). This information is provided for general purposes only and does not constitute financial advice. For advice tailored to your personal circumstances, please consult a qualified financial adviser.