We’re pleased today to unveil the new brand at Adroit Financial Planning and also introduce our new leading team.
Neil Jefferies, has over 30 years’ experience in financial planning and heads up the team at Adroit. Neil has recently been joined by Consultant Independent Financial Advisers, Neil Brownhill and Andrew Taylor and between them offer almost 70 years’ experience in the financial planning industry.
The firm also benefits from the expertise of Veronica Gavin-McNulty who has been the Compliance Manager at Adroit for the past 16 years.
Neil Jefferies states: “Having advised clients of law firms for many years, we have extensive knowledge of dealing with personal injury and clinical negligence settlements, along with the building of suitable investment portfolios. For someone who is unable to work again, that money has to last a lifetime, so it’s important to get it right. We’ve also helped a number of divorcing clients, particularly with pension sharing.”
As well as offering a range of services to law firms and their clients, Adroit also has a wealth of experience in offering advice and assistance on a range of corporate services, trustee services and services for individuals for everyday financial advice on matters such as pensions and life insurance.
Neil Jefferies adds: “We’ve built a really strong team with new ideas and also the skills and experience to take them forward and provide our clients with the best possible service.
Neil Brownhill and Andrew Taylor are both very well-known and well-respected within the industry and it’s great that they’ve chosen to join Adroit.
I think they could see, and were excited by, what we are trying to create which is a completely new, holistic approach to financial advice and wealth management.”
If you need financial advice of any kind, feel free to email firstname.lastname@example.org or telephone 0800 884 0006.