McNeil Stevens Financial Planning is an Independent Financial Adviser servicing the Central Scotland area.We provide financial advice to individuals, families, small business and professional introducers.  

Personal, bespoke financial advice at all stages of your life.  Protection for couples and young families through to funding for school fees and further education, investment, retirement planning and passing assets tax efficiently to the next generation.

If you are in business as a shareholding director or self employed business partner we can help  you protect your business against the death or serious illness of a fellow director or partner or a key member of staff.  We can advise on tax efficient ways of extracting profits from your business and planning for your retirement. We are happy to work in tandem with your accountant or other professional adviser.

I have been in the financial services industry for 38 years including 6 years in secondary banking before moving into the regulated investment, pension & life insurance arena.

Before establishing my own business I was an IFA for major UK banks and a leading stockbroker/portfolio manager.   I have broad experience across the range of financial advice. My main focus is on investment planning, inheritance tax planning and pensions.