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

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Contact Number

LinkedIn Profile

Recognition

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... Read Full Quote

Thomas Knudsen

09/10/2020

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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... Read Full Quote

Petar Serafimov

30/09/2020

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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... Read Full Quote

Cecil Marke

28/09/2020

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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... Read Full Quote

László Svinger

28/09/2020

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I spent some time looking for an adviser 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... Read Full Quote

Chris P

26/09/2020

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