Robert A Neely

Independent Financial Advisers

How can we help you?

We believe that what clients want more than anything, is answers to the big questions:

"What do I have to do to ensure that I never run out of money?"

"How much can I spend now without putting my future at risk?"

"How much do I need to earn, save or sell my business for, to give me what I want out of life?"

"Exactly what level of investment return and how much risk should I take to achieve my objectives?"

And the biggest question of all... "How much is enough?"

Due to significant investment in planning technology, we are able to answer these questions.

Although we have been clients of Robert A Neely Ltd. for over twenty years, it is only in the last eighteen months that I have had to take an active role in the financial management for the family. I can highly recommend David and his staff as being incredibly patient with one who has little understanding of financial investment, and as being more than willing to explain and reassure my daughters of our long term situation.

“Although we have been clients of Robert A Neely Ltd. for over twenty years, it is only in the last eighteen months that I have had to take an active role in the financial management for the family. I can highly recommend David and his staff as being incredibly patient with one who has little understanding of financial investment, and as being more than willing to explain and reassure my daughters of our long term situation. David’s ‘bucket theory’ and forecasts are comprehensible, and it is a tremendous relief that there is no sales pressure, but instead solid advice underpinned by an obvious knowledge of financial investment and management. No matter how trivial my query, nor how clumsily expressed, David has responded quickly and made sense of it for me. Indeed, the efficiency of the service provided has been remarked on very favourably by our lawyer. This has given us all great peace of mind, and the empathetic and supportive way in which he provides guidance tailored to our needs is greatly appreciated.”

Anne and Clare Fleming