Truly Independent

Independent Financial Adviser  The Fern, Inverurie, AB51 5AH
First meeting at adviser's own cost
Truly Independent Advice
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Neil Aspinall
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

I have over 25 years’ experience in financial services, having started my career within the banking industry. I started providing financial advice in 2003 and have a wealth of experience in providing clients with individual financial solutions to meet their own needs and goals.

I feel looking after clients and their financial needs is so important and this can be evidenced by reviewing my testimonials either on my website or on vouchedfor.

I am very proud to have been named one of Vouchedfor’s top rated financial advisers in the UK.

As an Independent Financial Adviser, I provide holistic financial planning solutions to private individuals in all areas of financial planning including pre and post retirement planning, protection planning as well as savings and investments. Being independent enables me to provide you with truly unrestricted and unbiased financial advice from the whole of the market, on a bespoke, client focused basis.

I specialise in Retirement Planning (both accumulating wealth and taking an income), as well as general investment and estate planning.

Our services

As an Independent Financial Adviser, I provide holistic financial planning solutions to private individuals in all areas of financial planning including pre and post retirement planning, protection planning as well as savings and investments.

Where to find us
Head office address: The Fern, Kirkton of Rayne, Inverurie, AB51 5AH
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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