About Us...
Gary McNeil
Gary has been involved in financial services since 1995 specialising in all aspects of retirement and investment planning. He is a fully trained pension transfer specialist, which enables him to deal with more complex pension matters. Gary's next objective is to achieve Chartered status, which he hopes to attain within the next 18-months.
He regularly assists other IFA's with complex pension arrangements and solutions, as well as other industry professionals like Chartered Accountants and Solicitors.
Gary is firmly committed to an increase in professionalism in the industry, especially in the form of qualifications. To date Gary has achieved the following Chartered Insurance Examinations:
Stuart McNeil
Stuart has been in the Financial Services Industry since 1998 and specialises in helping clients achieve their financial goals before and during retirement. Stuart has recently attained Diploma level in Financial Planning, which puts him well on the way to preparing from Chartered status, which he hopes to achieve within the next 3-years.
Stuart also looks after various Company pension schemes throughout Lancashire and beyond, helping pension scheme members make the most out of their scheme membership.
Stuart maintains a firm comittment to raising the examination bar in the industry and has achieved as follows to date:
- Full Financial Planning Certificate exam (industry benchmark exam)
- J04 Pension Funding Options
- J05 Pension Income Options
- CEMAP mortgage certificate
- CF2 Savings & Investments
- CF7 Lifetime Mortgages
- Dip PFS Diploma in Financial Planning
Gary & Stuart are both committed members of the Personal Finance Society (PFS). The society's core objective is to demonstrate to the general public that there is good quality professional advice available to them.
We can arrange a no obligation first meeting with you at your convenience and even from the comfort of your own home.
If you would like further information then please feel free to send us an e-mail at info@mcneilfinancialservices.co.uk or give us a call on 01706 212040.
PRIDING OURSELVES ON OUR INDEPENDENCE
Financial products are constantly evolving and with this comes the additional hurdle of complexity. It is paramount that an investment is made that is bespoke to you the customer and not the other way round.
For genuine, professional and impartial advice give us a call today.