McNeil Stevens Financial Services exists to help our clients in all areas of their financial planning and nowhere more so than in administrating, organising and simply understanding existing portfolios.

Just last week I was sitting in a new clients home with his various pension policies spread out on his living room table as he tried to make sense of it. It reminded me of just how complex and confusing company literature full of technical jargon and regulatory imposed language can be. In this clients case this was compounded by the pension plans having been taken out when different regulatory regimes existed and leaving him with three plans which all had a different set of options open to him.

We know people are often reluctant to approach financial advisers to solve these problems fearing the costs involved or that the adviser may push a new product on them to earn a new fee or commission.

That’s where a service like ours can provide certainty and confidence. We don’t sell products. We examine a clients needs and we’ll quote a fee in advance of them instructing any work. Fees are from as little as £100.

So if you need help making sense of your insurance policies, investments and pension plans call 07590 828227 or e.mail ken@mcneilstevens.com today.