Robert A Neely

Independent Financial Advisers

Our commitment

We will maintain your best interests in everything we do.

We will be open and transparent in our dealings

We will act with the utmost discretion at all times.

Our communication with you will be jargon free.

We expect to develop a long term partnership with you, to help you achieve your lifetime goals.

We treat all clients as we would expect to be treated ourselves.

Working with David Neely has been a revelation – he has persuaded us that the future is now here! He has worked patiently and painstak- ingly to help us to recognise our resources and to regroup and utilise them. This has allowed us to view our financial future differently by actively managing our previously dormant resources. David’s manner and evident expertise have given us courage to access capital to enjoy now while still providing for future needs.

“In the early 70’s I became one of Robert Neely’s first clients when his friend, my brother, advised me to consult him about providing for my financial future. During the busy intervening years, through geographical moves and changing circumstances, like many couples, the various financial provisions made by my husband and myself tended to be fairly random and uncoordinated. When we were in contact with Bob more recently and moaning about not knowing what to do now about our financial future he suggested that we should speak to his son, David, to review and consolidate our future financial provision in order to make best use of what we have.

Working with David Neely has been a revelation – he has persuaded us that the future is now here! He has worked patiently and painstakingly to help us to recognise our resources and to regroup and utilise them. This has allowed us to view our financial future differently by actively managing our previously dormant resources. David’s manner and evident expertise have given us courage to access capital to enjoy now while still providing for future needs. He presents information in a format that is clear and accessible – from the alarmingly simple sense of the “bucket” model to the more sophisticated graphic illustration of our projected income and potential expenditure.

It is always a pleasure to visit David – not just for the excellent coffee and brownies and shared humour - but also for the confidence he manages to convey about financial decisions and the permission we take to not feel guilty about enjoying spending money now!”

Robert and Moira Pollock