Million Dollar Round Table membership

Alexandra’s Managing Director, Neil Flint, is a member of the Top Table of the Million Dollar Round Table (MDRT).

Founded in 1927, Million Dollar Round Table is The Premier Association of Financial Professionals®.

It is a global, independent association of more than 72,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories.

MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognised internationally as the standard of excellence in the life insurance and financial services business.

Top of the Table

Membership is by a stringent qualification process. There are around just 100 IFAs within the UK that have qualified for the prestigious MDRT membership.

There are three tiers of qualification in MDRT;  Member, Court of the Table and the ultimate accolade Top of the Table. Neil has reached the highest standard of excellence – Top of the Table.

“Neil is an extremely well thought of IFA within this organisation, having won the top prize, THE Quality of Life grant, for the charity he is chairman of, Lionsraw. He is the first member outside of Northern America to win this award since 1928.”

"Neil is viewed by his peers, clients and other professionals such as solicitors and accountants as a pioneer of strategies to assist clients with their financial independence. Not only have these strategies been adopted by neil’s clients, but many other professionals too."

Speaking at MDRT 2021

Neil has been invited to speak in New Orleans in 2021, at the annual MDRT event, the largest financial services event in the world. With up to 16,000 people in attendance, it is truly an honour and would be the highlight of anyone’s career.

For more information, please visit www.mdrt.org and follow them on Twitter @MDRtweet.

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Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057.

Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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