We are a family-run financial planning firm based in Rossendale, Lancashire. Combined, our Financial Planners, Gary and Stuart, have over 40 years’ experience in the financial services industry.

The majority of this time has been spent working with people who are approaching retirement or retiring now, creating strategic financial plans that work as step-by-step guides to making their goals a reality.

We pride ourselves on providing a first-class, professional service. Our recommendations will be presented to you in plain English; our job is to make the complex array of pension solutions as clear and as simple as possible.

Whatever your pension and retirement requirements, we are here to help. We are more than happy to meet in person at our Lancashire offices or in the comfort of your own home, but equally we have been successfully holding meetings via Zoom, meaning we are available to people across the UK.

Stuart McNeil

Financial Planner

Meet Stuart

Gary McNeil

Chartered Financial Planner

Meet Gary