Financial Adviser in Falkirk

Neil Miller

01324 366 537

neil.miller@trulyonline.co.uk

I am an Independent Financial Planner based in Falkirk, who provides financial consultancy for individuals, entrepreneurs, and small business owners; working to help them identify and achieve their financial goals.

I work for my clients as I would for my own family and aim to build lasting, meaningful relationships based on trust, integrity, and superior client service.

Whether you are looking to invest for the future, plan your retirement, extract profits from your business, or protect yourself and the ones you love – I can help you put the necessary plans in place.

I provide an ongoing service which ensures that plans remain suitable, tax-efficient and continue to reflect changes in your circumstances.

I am delighted to offer you a no-obligation initial consultation either at my office in Falkirk or via Microsoft Teams. I look forward to hearing from you.

My independently verified client reviews can be read by clicking the link below.

Financial Advice Services

Investment

Pension

Protection

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My Financial Advice Process

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your circumstances remain up to date and will give you regular updates and information.

★★★★★
Neil put my retirement finances in order and I am delighted with the service which he provided and the advice which he gave. All the work was carried out in a diligent and professional way. Neil and his staff were friendly and welcoming and I would have no hesitation in recommending his services, especially to anyone who is anxious to ensure that their financial future is being placed with an adviser who understands their needs and their concerns

★★★★★
Neil immediately put me at ease and was a true professional throughout offering great advice and guidance. He spent time explaining all topics I had asked for guidance on and ensured that I fully understood everything and all options avaliable to me, his advice and guidance was fantastic and i really can’t recommend Neil enough.