Neil Gayler & Co., Independent Financial Advisers was established in 1997.
Over the years the business has grown steadily and we now have the benefit of a mortgage desk running alongside the financial planning and advice division.
Our core proposition is comprehensive lifestyle financial planning which, when done properly, can be of immense value to busy, successful people who need to understand where they are heading financially and what they need to do to ensure they are able to achieve their desired lifestyles. It is far more than just picking the next “super-duper” investment product on the market. It gives them, possibly for the first time ever, real clarity about where they are currently heading and how realistic and achievable the dreams and aspirations they have for themselves and their families really are.
We are a leading firm in the region in providing specialist advice for the elderly on all aspects of general finance with a particular expertise in advising on long-term care fees funding options. We partner with a number of Residential Homes, Domiciliary Care agencies as well as assisting the clients of local solicitor practices with care and finance issues. We are a preferred supplier of specialist advice for Gloucestershire County Council and are regularly referred clients by the Alzheimer’s Society and other organisations aimed at assisting those in later life.
We are one of a small number of carefully selected firms that have a Strategic Partnership with UBS, the Swiss Bank, and can therefore access their asset-lending facilities and other services that are not normally available directly to the public or through the vast majority of financial advisers.