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Neil Jefferies Dip PFS MCSI (Chartered)

Head of Adroit Financial Planning

Career  

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.  

Expertise  

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. 

Career highlight  

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. 

Professional memberships 

My professional memberships are:  

  • The Chartered Insurance Institute (CII) 
  • The Personal Finance Society (PFS) 
  • The Chartered Institute for Securities and Investments (CISI) 

Contact Neil

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