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