Neil Jefferies Dip PFS MCSI (Chartered)
Head of Adroit Financial Planning
I began my financial services career in banking in 1986 and in 1987 moved over to advising clients on life assurance and pensions. I became an independent financial adviser in 1990 and have continued in that career ever since. As a result, I have an extensive amount of experience in the field of financial planning.
I became the UK Head of Financial Planning for Adroit in December 2015 and have since grown the business significantly. I work with a team of extremely talented, specialist financial consultants, paraplanners and administrators.
During my career, I have specialised in a full range of financial planning and wealth management services for individuals and Trustees. I now concentrate fully on ensuring that Adroit continues to offer a market leading service to clients, colleagues and other professionals.
I’ve been lucky enough to work for a number of prestigious firms including Coutts & Co but being the Head of Adroit is definitely the pinnacle of my career so far. The business is so different to how it looked when I first arrived and I am extremely proud to lead it.
My professional memberships are:
- The Chartered Insurance Institute (CII)
- The Personal Finance Society (PFS)
- The Chartered Institute for Securities and Investments (CISI)
For more information about Neil and how he can assist you, please email firstname.lastname@example.org