Our Services
What We Offer
Our Financial Planning Services
Fees and Process
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.
Investments
Pensions
Retirement Planning
Estate Planning
Inheritance Tax Planning
Administration and Form Completion
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.
Disclaimer
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.
