0330 038 8940
Based in Belfast
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
Last checked: 24 April 2025
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
17
Recent Client Reviews
Casey has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Casey has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Casey has not yet added their qualifications to their profile
Qualifications not yet added
Casey has not yet added their qualifications to their profile
Transparent Fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Casey has provided information on their typical fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 11 first impressions)
91% of users who are not yet clients had a positive first experience with Casey
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 11 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
Last checked: 24 April 2025
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
17
Recent Client Reviews
Casey has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Casey has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Casey has not yet added their qualifications to their profile
Qualifications not yet added
Casey has not yet added their qualifications to their profile
Transparent Fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Casey has provided information on their typical fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 11 first impressions)
91% of users who are not yet clients had a positive first experience with Casey
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 11 first impressions)
As a Senior Financial Planner at abrdn, I get great satisfaction from helping clients understand what is financially possible. I take a holistic approach to financial planning, covering a variety of areas, including retirement planning, investment strategy, legacy and tax saving solutions and wealth protection. To achieve this, I use industry-recognised tools to model clients’ cash flow, which helps me map out their financial future, assess their current situation, identify needs and address any gaps that arise. I’m passionate about simplifying complexities and money jargon, helping clients to feel more in control of their financial future. Outside work, I indulge in my passion for cooking, hiking and travelling, particularly to South Africa to visit family.
Offers available through VouchedFor
Contact Casey through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Casey's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Aberdeen Financial Planning & Advice Ltd is authorised and regulated by the Financial Conduct Authority in the United Kingdom Registered in England (01447544) at 280 Bishopsgate, London, EC2M4AG