SIMPLY PENSIONS - Key Persons
Job Titles:
- Chartered Financial Planner
- Financial Planner
Qualifications
Advanced Diploma in Financial Planning
Gary has been a Financial Planner since 1995. Today he works with people at each stage of their retirement: whether they're planning to retire or have already finished working and are looking for advice.
I am very pleased with the professional service that Simply Pensions have provided in the process of transferring my deferred pension through to setting up a SIPP and its ongoing administration. Stuart McNeil in particular has been extremely helpful, knowledgeable, honest and efficient throughout the whole process. He has been fast to come back to any queries and made sure the transfer was done on time with little fuss. I would certainly recommend them to anyone seeking pension transfer advice. Les, Whalley A client since 2017
I decided to seek financial advice as I had some money to invest and was approaching the age of sixty, meaning pension decisions would soon be approaching. As it can be a minefield, I needed someone with a good reputation; simply someone I could trust. Stuart McNeil was recommended to me and it is the best decision, financially, that I have ever made. Stuart explained all my options very thoroughly and is always able to answer questions of mine. Some of the advice is given in writing too, to give me more time to consider options and act as a point of reference later if needed. Using Simply Pensions has given myself and my wife peace of mind. Stuart is always available and always returns calls. Working with Stuart has benefitted us financially, which is the main objective. Simply Pensions have taken away all the stress of dealing with personal finances. Tim, Ashbourne A client since 2009
Stuart has been a qualified Financial Planner since 2001. He has always specialised in pensions, both personal and corporate. Today, he specialises in working with people who want to finish working now or who are approaching retirement.