Neil Jackson

Advising clients since: 2003

Qualifications: DipFA (Diploma in Regulated Financial Advice)

Areas of expertise: Holistic Financial Planning including Investments, Employee Benefits, Protection Advice, Retirement Planning, Inheritance Tax and Cash Flow Modelling

Since launching my career with HSBC and stepping into the advisory arena in 2003, I've been passionately shaping the financial futures of my clients.

Your aspirations deserve a tailored approach. I specialise in working with Professionals in the Large Tech & Big 4 accountancy firms, bringing a wealth of experience to the table. It's not just about advice; it's about cultivating a plan that speaks to your unique goals.

Gain exclusive access to my extensive professional network, ensuring you receive the right advice at the right time. It's not just about numbers; it's about leveraging connections for your benefit.