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.

Professional Qualifications

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.


Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.