who we are...
Robert A Neely Ltd is one of the longest established independent adviser firms in Scotland. We work with both individual and corporate clients and take pride in the fact that most of our clients are recommended to us by existing clients. Our clients value the fact that we are independent advisers - at all times. We maintain the best interests of our clients at the forefront of everything we do and we work with clients to create tailor-made financial solutions based on unbiased and comprehensive research of all relevant options.
“Robert A Neely Ltd is very much a family firm. Bob initially provided my parents with financial advice, and his son David now continues the relationship by helping me and my wife with our own investments.
The firm's approach has been consistent throughout, delivering straightforward, impartial advice with their clients' best interests at heart. In particular, David's calm approach and clear long term vision helped steady our nerves during the financial crisis of 2009. Personable and approachable, yet thoroughly professional in all matters, we trust Robert A Neely Ltd implicitly with the financial security of our family.”