Neil Miller

Financial Adviser in Falkirk

IHT Planning, Investments, Pensions, Protection, Retirement Planning

Neil Miller

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I am an Independent Financial Planner based in Falkirk, who provides financial consultancy for businesses and individuals, working to help them identify and achieve their financial goals. I support clients in making more informed decisions about their money, and the growth and protection of their estate. 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.

Helping you achieve your goals is what drives me as an adviser. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is tailored to your individual circumstances.

I provide an ongoing service which ensures that plans remain suitable, tax-efficient and continue to reflect changes in your circumstances.
Whether you are looking to invest for the future, plan your retirement, extracting profits from your business, or protect yourself and the ones you love – I can help you put the necessary plans in place.

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 here –

I provide financial advice in Falkirk and surrounding areas including but not limited to;

  • Falkirk
  • Linlithgow
  • Edinburgh
  • Fife
  • Larbert
  • Dunfermline
  • Glasgow
  • Bathgate
  • Polmont
  • Livingston
  • East Lothian
  • Stirling