0330 038 8938
Based in Falkirk
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: June, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
Last checked: 10 March 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
11
Recent Client Reviews
Neil has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neil has provided information on their typical fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 15 first impressions)
100% of users who are not yet clients had a positive first experience with Neil
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 15 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
Last checked: 10 March 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
11
Recent Client Reviews
Neil has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neil has provided information on their typical fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 15 first impressions)
100% of users who are not yet clients had a positive first experience with Neil
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 15 first impressions)
Whether your financial goals involve reviewing your savings & investments, planning for retirement or protecting your hard-earned wealth. I want to help you make the best decisions with your money. As a qualified pensions specialist who regularly works with clients at/or approaching retirement, I can help you ensure you realise the life in retirement you've always planned for. I also work with a number of small/medium enterprises and company directors to develop investment strategies and help with extracting company profits. Most importantly, I'm passionate about my work, care about my clients and will talk to you in a language that you can understand. I would be delighted to offer a free initial meeting at my office in Falkirk (or an online meeting, if preferred). I look forward to hearing from you.
Offers available through VouchedFor
Contact Neil 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 Neil'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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