Contact

Financial Adviser in Inverurie

Neil Aspinall

I am an independent financial advisor in Inverurie, with over 25 years’ experience in the financial services 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 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 financial planning solutions to streamline complicated finances, reduce taxes in retirement, plan for income in retirement plus help you understand investments and your own personal financial plan.  I help individuals in all areas of financial planning including pre and post-retirement planning, equity release, 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.

My primary focus is always my client and I strive to build and maintain long and meaningful relationships with ongoing advice and empathy. I take the time to understand clients and their circumstances before making recommendations.

If you are looking for a financial adviser in Inverurie and throughout Aberdeenshire, please contact me to arrange your complimentary, no-fee, initial consultation.

Financial Advice Services


Watch video

My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance