0330 038 8938
Based in Insch
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: January, 2021
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: 18 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
24
Recent Client Reviews
Neil has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 24 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: 14 January 2025
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.
Qualifications Uploaded
Neil has not yet added their qualifications to their profile
Qualifications not yet added
Neil has not yet added their qualifications to their profile
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 6 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 6 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: 18 April 2025
Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status
24
Recent Client Reviews
Neil has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 24 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: 14 January 2025
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.
Qualifications Uploaded
Neil has not yet added their qualifications to their profile
Qualifications not yet added
Neil has not yet added their qualifications to their profile
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 6 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 6 first impressions)
I have over 25 years’ experience in financial services, having started my career within the banking industry. I started providing financial advice in 2003 and have a wealth of experience in providing clients with individual financial solutions to meet their own needs and goals. I am very proud to have been named one of Vouchedfor’s top rated financial advisers in the UK. As an Independent Financial Adviser, I provide financial planning solutions to streamline complicated finances, reduce taxes in retirement, plan for income in retirement plus help you understand investments and your own personal financial plan. I help private individuals in all areas of financial planning including pre and post-retirement planning, protection planning as well as savings and investments. Being independent enables me to provide you with truly unrestricted and unbiased financial advice from the whole of the market, on a bespoke, client focused basis. I specialise in Retirement Planning (both accumulating wealth and taking an income), as well as general investment and estate planning.
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
Mortgage value
Savings
Clients' level of financial expertise
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