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Jatin Mistry BA(Hons) Dip PFS

Technical Consultant

Career  

I’ve been working in the financial services industry now for over eight years. I joined Adroit Financial Planning as a paraplanner and have recently taken the position of technical consultant.  

Expertise  

I have a Degree in Accounting and Finance and I’ve also achieved Diploma status with the Personal Finance Society. 

I assist Adroit’s financial advisers with any technical queries, research and reports required when providing financial advice to our clients, in addition to preparing financial expert witness reports for solicitors in order to help quantify personal injury and clinical negligence claims. 

Career highlight

After preparing a response to the Government’s Discount Rate Consultation on behalf of Adroit, I was invited to answer questions from the Government’s Actuary Department (GAD) in person to assist with the Discount Rate review. 

Professional memberships 

My professional memberships are:  

  • The Chartered Insurance Institute (CII) 
  • Personal Finance Society (PFS)

Contact Jatin

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