Neil Gayler Offices
Mortgage Advice Cheltenham
How we’ll work together

Holistic lifestyle financial planning – or just independent investment advice

Getting to where you want to be in five, 10 or even 50 years? That’s where we come in.

You’ve got an idea of when you’d like your dreams to come true. Or maybe you haven’t, in which case we’ll help you focus on what’s possible with our unique brand of lifestyle financial planning. You may be pleasantly surprised by what can be achieved with a little expert investment help – our clients often are.

  • Lifestyle financial planning
  • Retirement planning
  • Investment portfolio planning
  • Estate planning
  • Inheritance tax planning
  • Bespoke tax planning

How many investment advisers really understand their clients’ aspirations?

We’re often amazed how few investment advisers properly explore and really understand their clients’ expectations, dreams and aspirations before specifying investment products. Not just the standard IFA fact-find, but a deep and candid sharing of your personal aspirations – even if it does mean confessing a lifelong desire to own a pink Rolls-Royce or create a wildlife sanctuary in Patagonia!

Only then, can we fully grasp the motivation behind your plans – and advise you on the appropriate lifestyle financial planning.

Independent investment advice or holistic lifestyle financial planning?

And of course, if all you want is cost-effective independent investment advice, rather than our full holistic lifestyle financial planning service, we’ll provide that too – the choice is yours.

Neil Gayler & Co is an Appointed Representative of the M&E Network Ltd, which is authorised and regulated by the Financial Services Authority (FSA). The M&E Network is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150643.

A pension is a long term investment. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. The value of investment and pension funds may fluctuate and can go down. Tax legislation can and may change in the future.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Inheritance Tax Planning and Tax Planning is not regulated by the Financial Services Authority.