Stuart McNeil

Stuart McNeil

Financial Planner

Qualifications

Diploma in Financial Planning

Certificate in Financial Planning

Award in Pensions Update

Certificate in Life & Pensions

Contact details

01706 212040

Kingfisher Business Centre, Burnley Road, Rawtenstall, Rossendale, Lancashire, BB4 8EQ

At work

Stuart has been a qualified Financial Planner since 2001. He has always specialised in pensions, both personal and corporate. Today, he specialises in working with people who want to finish working now or who are approaching retirement.

Stuart’s skills, knowledge and experience enables his clients to move smoothly into the next phase of life, making the right decisions to secure their short, medium and long-term future.

At play

Stuart likes to keep fit with a daily morning run as well as a regular gym session.

He is also a keen home cook; you can often find him in the kitchen at the weekend (with a glass of red to hand).

Stuart in the spotlight

My proudest moment as a Financial Planner was: Becoming a Financial Planner and advising my first ever client in 2001.

The things I love most about my job are: Helping clients achieve their retirement goals and meeting new people.

The three words my colleagues would use to describe me are:  Thorough, motivated and easy-going (sometimes!).

On an ideal weekend, you can find me: Usually in the park, chasing after my children on their bikes.

The important stuff

All Financial Advisers must be registered with the FCA and therefore appear on their register. You can find Stuart’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Stuart’s.

What do our clients have to say?

I am very pleased with the professional service that Simply Pensions have provided in the process of transferring my deferred pension through to setting up a SIPP and its ongoing administration. Stuart McNeil in particular has been extremely helpful, knowledgeable, honest and efficient throughout the whole process. He has been fast to come back to any queries and made sure the transfer was done on time with little fuss. I would certainly recommend them to anyone seeking pension transfer advice. Les, Whalley A client since 2017
I decided to seek financial advice as I had some money to invest and was approaching the age of sixty, meaning pension decisions would soon be approaching. As it can be a minefield, I needed someone with a good reputation; simply someone I could trust. Stuart McNeil was recommended to me and it is the best decision, financially, that I have ever made. Stuart explained all my options very thoroughly and is always able to answer questions of mine. Some of the advice is given in writing too, to give me more time to consider options and act as a point of reference later if needed. Using Simply Pensions has given myself and my wife peace of mind. Stuart is always available and always returns calls. Working with Stuart has benefited us financially, which is the main objective. Simply Pensions have taken away all the stress of dealing with personal finances. Tim, Ashbourne A client since 2009