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Jonathan Lai

Financial Services Administrator

Jonathan has experience working in the financial services sector, as before joining Adroit Financial Planning in early 2018, he was previously working at another IFA firm, which specialised in the investment of personal injury and clinical negligence awards.

He has gained knowledge and understanding through providing support to financial advisers who sequentially provided investment advice to their clients. He has a keen interest in financial services and hopes to obtain the qualifications necessary to become a fully qualified financial adviser in order to offer and provide financial services to assist clients.

‘I am glad to become 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.’

 

E-mail Jonathan

Jonathan@adroitfp.co.uk