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Neil Jackman
ACSI

Private Wealth Director

Neil has been working in international expat markets for the past 15 years, advising clients on the tax efficiency and portfolio management of their investments, as well as estate planning. He is an Associate Member of the Chartered Institute for Securities & Investment (ACSI).

He began his career in the UAE 17 years ago as a financial manager with a global logistics firm, before transitioning into personal financial planning two years later. Since then, he has helped clients make informed financial decisions focused on maximising future growth, preserving the real value of capital, generating an essential level of income, and protecting against unforeseen events.

Specialising in Personal Financial Planning, Neil helps expatriates and their families secure their financial futures and achieve their long-term objectives.

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

Associate Member of CISI (ACSI)

Regions Covered

  • Middle East

Recognition