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Jatin Mistry BA(Hons)

Trainee Financial Consultant

Career  

I’ve been working in the financial services industry now for over five years. I joined Adroit Financial Planning as a paraplanner and in 2019 became a trainee financial consultant.  

Expertise  

I assist financial advisers in providing financial advice to our clients and preparing financial expert witness reports for solicitors in order to help quantify personal injury and clinical negligence claims. 

I’m continually looking to increase my knowledge and experience in the financial services sector, and am currently working towards obtaining a Diploma in Financial Planning to eventually become an Independent Financial Adviser.  

Professional memberships 

My professional memberships are:  

  • The Chartered Insurance Institute (CII) 

Contact Jatin

For more information about Jatin and how he can assist you, please email jatin@adroitfp.co.uk