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Neil Jeffries

Chartered Financial Planner

I have 20 years in the private banking and financial planning industry. Before joining Fairstone I worked for Morgan Stanley, UBS, Royal Bank of Canada before becoming a financial planner at Tilney Smith & Williamson.

Many of my clients are still planning their retirement but I also provide advice to at- and post-retirement clients. I advise on investments, pensions, protection and estate planning needs in order to help clients meet their goals and dreams.

I provide a high quality, personal and holistic financial planning to private clients, trustees and business owners which are tailored to meet their objectives. Trust, building relationships, and transparency is key.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South East



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