We are a family-run financial planning firm based in Rossendale, Lancashire. Combined, our Financial Planners, Gary and Stuart, have nearly 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.

The value of pensions can fall as well as rise, you may get back less than you invested.

Whatever your pension and retirement requirements, we are here to help. You are invited to visit us in our Rossendale office, but we can also visit you out of hours in the comfort of your own home if you prefer.

Stuart McNeil

Financial Planner

Meet Stuart

Gary McNeil

Financial Planner

Meet Gary