WHO I HELP
Business owners & Executives. Senior medics. Individuals who want to make a positive change in their financial life or have lost a loved one.
HOW I HELP
I provide reassurance that my clients will remain safe in the longer term whilst being able to spend and enjoy the wealth they have accumulated.
“I provide REASSURANCE SO YOU CAN FOCUS ON THE IMPORTANT THINGS.”
David Neely is a Financial Planner based in Glasgow. David meets with clients and their families to provide valuable insights into their financial position and show how their wealth can enrich their lives. David has extensive experience in personal and business tax planning and mitigation. He interacts with client connections including solicitors, accountants, and other professionals, to be the go-between simplifying any complexities.
INTERGENERATIONAL FINANCIAL PLANNING
“A huge part of my role involves establishing long-term relationships with my clients, built on mutual trust. Quite often families don’t like to discuss money or don’t know how to structure their affairs to protect, educate and motivate the next generations! It’s a privilege to be trusted by families to work with them through 3 or 4 generations, helping to improve their financial communication and well-being. Some of my clients say I give them permission to enjoy themselves. As a trusted adviser, I am on hand to help simplify the complex and provide reassurance when it’s needed to encourage clients to focus on having fun spending or gifting where appropriate.”
PROVIDING A STEADY HAND
“I would describe myself as a contrarian in my approach to helping clients understand investing. There is a difference between speculating and investing. There is no easy or quick way to guarantee success, but I aim to offer advice that provides a new perspective.
When market conditions change, and scary news headlines appear, worries are completely normal, but you don’t need to navigate these important decisions on your own. It’s our job to provide a steady hand and advise on the best next steps based on your long-term goals. One of the greatest compliments a client has paid me is ‘I wish I had worked with you years ago. You’ve changed our lives.’ Seeing clients trust in us and the difference our advice has made in our clients’ lives is a highlight for me.”
DRIVEN BY YOUR GOALS
“I began working in the industry as a Financial Planner 22 years ago. Over the years I have helped dozens of people to retire earlier than they thought they could or to change the pace of their Job. My drive to do this comes from seeing some clients and friends or family who regret delaying retirement, taking that holiday, or helping the kids when they really needed it. I have yet to meet a client in retirement who feels they should have worked more!”
EXCITING OPPORTUNITIES
“I believe I am a good communicator; I listen well and I’m always eager to learn. Joining AAB Wealth and working with a wider pool of experienced professionals brings exciting opportunities to do exactly that. I share the teams’ passion for collaboration, and I look forward to getting to know them and seeing other team members grow and progress.
Being part of a larger team allows us to offer financial planning advice to even more individuals across the UK who want to shape their financial future. As AAB Wealth grows, the service we provide clients remains our focus. I gain immense satisfaction from helping people, whether they approached us initially to discuss their retirement, but are now looking for advice on the most tax-efficient ways to gift to their children or children’s children.”
