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Neil Jefferies Dip PFS MCSI (Chartered)

Head of Adroit Financial Planning

Neil has extensive experience in financial services, having started his career in 1982 in banking. In 1987 he moved over to advising clients in respect of life assurance and pensions before becoming an Independent Financial Adviser in 1990.

Neil is a highly skilled manager of the Adroit Financial Planning team, who during his career, has specialised in a full range of financial planning and wealth management services, for individuals, Trustees and businesses.

Neil also has a vast amount of experience in assisting law firms and their clients, providing services in respect of areas of law such as personal injury, clinical negligence and Court of Protection. He also has an extensive amount of experience in providing advice to solicitors in respect of family law and wills, trusts and probate, providing services such as pension sharing, maintenance protection and general financial planning.

Professional Memberships:

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

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