Welcome to John McVicar Financial Services specialist financial advisers in Stanley Crook

At John McVicar Financial Services, we believe that every financial journey is unique and deserves a tailored approach. Based in Stanley Crook, our expert advisers are dedicated to helping you work towards achieving your financial goals through personalised advice and comprehensive planning. Whatever stage you’re at in life, we’re here to provide support, expertise and advice to help you on your way.

About us

Let’s go on a journey

Everybody’s financial journey is different; however, at John McVicar Financial Services we know that there are certain life stages that often prompt our clients to seek support.

Equity release

Many people approach retirement owning the family home and would like to access some of the value stored in its bricks and mortar. Downsizing is one option but, if you still need the space or a move seems too daunting, equity release may provide an alternative solution.

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Investing for your future

We’re here to help your money work smarter. Whether you’re just starting out or have years of experience as an investor, our financial advisers can support you in making your money go further.

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Inheritance planning

Passing wealth from one generation to the next, in a tax-smart way. If you want to leave your money and valuables to the special people in your life, our financial advisers can help you do so in the most tax-efficient way.

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Protecting what matters most

While we can’t foresee the future, we can certainly plan for it. If illness or anything untoward were to happen, you need to be sure that your family and your income are protected. Having financial protection in place means one less thing to worry about if times get tough.

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Your retirement plan

Enjoy the retirement lifestyle you dream of – it all begins with smart planning. One of the key elements of retirement planning is figuring out how to make your money go the distance.

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Time to access your pension

Your pension will likely be your main income in retirement, so it’s important to plan carefully. From age 55 (rising to 57 in 2028), you can access your savings. Whether you keep working or retire, our advisers can help you decide how best to draw your income.

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Care in later life

With an ageing population and rising care costs, planning for long-term care in later life is increasingly important. It’s an emotional time when a loved one needs care and could come with financial implications. Working with a financial adviser could help you understand the different products available to help fund your loved one’s care, and what it could mean for your finances and future lifestyle.

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