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Jonathan Lai

Administrator

Career 

I’ve had several years’ experience working in the financial services sector, as before joining Adroit Financial Planning in early 2018, I worked at another IFA firm which specialised in the investment of personal injury and clinical negligence awards. 

Expertise  

During my time working in the financial services sector, I’ve gained a knowledge and understanding through providing support to financial advisers who sequentially provided investment advice to their clients.  

I have a keen interest in financial services and hope to obtain the qualifications necessary to become a fully qualified financial adviser in order to offer and provide financial services to assist clients. 

I’m glad to be a part of the Adroit family. To realise how we help our clients maximise their settlements, gained through awful circumstances, and help last them a lifetime is very rewarding.  

Contact Jonathan

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