Neil Jeffries, Chartered FCSI
Neil joined the firm in early 2021. Neil provides high quality, personal and holistic financial planning to private clients, trustees and employers which are tailored to meet their objectives. Trust, building relationships and transparency is key.
Neil has nearly 20 years in the private banking and financial planning industry. He worked for Morgan Stanley, UBS, Royal Bank of Canada for 13 years before becoming a financial planner at Tilney Smith & Williamson.
Many of Neil’s clients are still planning their retirement but he also provides advice to at- and post-retirement clients. He has in the past provided solutions to lottery winners and business owners.
Neil is a Chartered Wealth Adviser and Fellow of the Chartered Institute for Securities & Investments. He holds IFS Certificate in Mortgage advice and award in Long Term Care Insurance.