Neil Jackman

Private Wealth Adviser

Neil has been working in the international expat markets for the past 14 years advising clients on the tax efficiency and portfolio management of their investments and estate planning. He is an active member of the Chartered Institute for Securities and Investment.

He specialises in Personal Financial Planning helping expatriates and their families with securing their financial futures, ensuring financial objectives are achieved.
Client financial objectives include maximising future growth; protecting
the real value of capital; generating an essential level of income; and protecting against future events. Neil started working in the UAE 16 years ago in logistic as a financial manager with a global logistics firm before moving into personal financial planning 14 years ago.

Areas of Expertise

• Pension Analysis, Advice, Management

• Superannuation Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Planning

• Wealth Management

• International Savings & Investment Options

• Investment Review

• Private Banking Advice

• Insurance & Family Protection

• Education Fee Advice & Planning

• High Net Worth & Ultra High Net Worth

• Private Client Wealth and Estate Planning

Qualifications & Awards

Chartered Member with CISI

Regions Covered

Middle East

Send Email

Contact Number

LinkedIn Profile

I have worked with Neil since 2015 and continue to be very satisfied with his professionalism. Despite I no longer live in the UAE Neil continue to be in close contact and proactively manage my portfolio. We have established a strong relationship that gives me the comfort of knowing my best... Read Full Quote

Thomas Knudsen

09/10/2020

Quote Source Quote Source

I know Neil since 5 years now. He is the only financial adviser that i have personally met to speak in simple and clear terms of what he can offer and what i can have as expectations. All of this while focusing on my own priorities in every single detail.. After all this time i did not have a... Read Full Quote

Petar Serafimov

30/09/2020

Quote Source Quote Source

Professionally courteous and diligence is what comes to mind when I think of investment advice from Neil.
I had the pleasure of meeting with Neil and he insightfully personalizes and tailored my investment needs.
I’m sure he would be a great asset to both client and business.

Cecil Marke

28/09/2020

Quote Source Quote Source

Neil has been handling my investment portfolio since several years to my great satisfaction. The portfolio has been delivering above the expected level with timely and smart adjustments related to market dynamics. I can recommend Neil to future investors.

László Svinger

28/09/2020

Quote Source Quote Source

I spent some time looking for an advisor I wanted to work with long term, and feel I have made the right choice with Neil. His approach is professional, supportive and transparent, and I have come to rely on his knowledge, wisdom and diligence. He was recommended to me and I am very happy to... Read Full Quote

Chris P

26/09/2020

Quote Source Quote Source