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Robert A Neely’s approach to financial planning has helped us to see our position clearly and make decisions based on facts rather than guesses and hunches. This brings a sense of freedom and choice based on what we can and cannot afford over the longer term.
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“Bob Neely, founder of Robert A Neely Ltd, has been financial adviser to my wife and myself since 1984, advising on business finance for myself and arranging mortgages, pensions and investments for both of us. In recent years his son, David, has assumed the reins and has progressed the business, enthusiastically embracing modern technology, thus keeping them at the forefront of their profession to optimise our savings and investments. With their depth of knowledge and selfless and courteous service over many years we feel confident that our retirement finances are in safe hands.”

A S FIFE