McNeil Stevens Financial Services 07590 828227
Let us help you with planning, arranging and making sense of your financial affairs
McNeil Stevens Financial Services 07590 828227
Let us help you with planning, arranging and making sense of your financial affairs
Need help with investments, pensions or inheritance tax planning? Not sure if you need full financial planning advice or just help to put your financial affairs in order? Then our service is for you.
McNeil Stevens Financial Services is operated by Ken McNeil, a retired Independent Financial Adviser and financial planning business owner with over 40yrs experience.
Good financial advice has become ever more expensive and more difficult to find. While full financial advice on what can be complicated matters is invaluable it isn't always necessary. Our experience is that often people just need help and guidance understanding financial plans they already have or direction in what areas they should be considering. Our service seeks to fill that gap at an affordable price.
Our fees are based on the amount of work and time spent researching and preparing a report. As we provide generic information rather than regulated financial advice we are not subject to the heavy costs and expensive processes of regulated advisers. This means we can offer competitive, lower cost fees. Fees start from as little as £100. We will assess your requirements and quote a fixed fee in advance of you authorising any work.
Where we identify that full financial regulated advice is required to meet your needs we will guide you to the professionals you should approach. We will equip you with the information you need and the questions you should be asking to get the best out of the relationship.
Ken retired at the end of 2020 after more than 40 years in the financial services industry. After a career as an IFA working for major banks and financial institutions, Ken ran his own regulated independent financial advisery business
for 15 years. He has wide experience in all areas of pensions, investment and tax planning, particularly inheritance tax planning.
He established McNeil Stevens Financial Services to help people understand their financial position, what actions they need to take to meet their needs and to provide that service at a reasonable cost. People are often confused by the plans they already have and unsure what else they need to do or re-organise. Ken will examine a clients position and help them take the steps they need to put themselves on a solid financial footing. If regulated or professional advice is required he will guide them to the best advisers for their particular situation e.g. Independent Financial Advisers, solicitors, accountants etc.
Click the floating box to e.mail or phone/text with any questions or to set up a discussion. See our contact details below.
6 Alva Place, Lenzie, Glasgow, G66 5NQ, United Kingdom
Monday - Friday: 9am - 5pm (Evening appointments available)
Saturday: By appointment
Sunday: Closed
McNeil Stevens Financial Services provides generic financial information and administrative services. McNeil Stevens Financial Services is not authorised by the Financial Conduct Authority and does not offer regulated advice.