Fairstone Group Ltd
Neil Jeffries is an experienced financial professional with a robust background in financial planning and wealth management. Currently serving as a Financial Planner at Fairstone Group Ltd since January 2021, Neil has previously held financial planning positions at Tilney Smith & Williamson and Aspinalls. Prior experience includes roles as a Wealth Manager at RBC and Associate Director at UBS, along with an earlier position as a Client Analyst at Morgan Stanley. Neil's extensive career spans over 19 years in the financial services industry, emphasizing expertise in client management and financial strategy.
Fairstone Group Ltd
Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape. We combine market knowledge, specialist expertise and the very latest technology to produce the highest quality outcomes for our clients in a cost-effective manner. Our rate of growth is consistently beyond 20% for each financial year and our annualised income exceeds £65 million. Incorporating one of the UK’s largest Chartered Financial Planning firms, we operate across 42 locations nationwide and are recognised as one of the fastest growing financial services organisations in the country. Our 69,000 clients are at the heart of everything we do from providing a wide range of personalised wealth management solutions to ensuring an active and on-going review process. That is why they have rated us the number 1 wealth management firm on Trust Pilot. 'Intelligent wealth management' means that we have an open-architecture’ proposition which provides the following benefits to clients: - Whole of market choice - Flexible and transparent fee structure - No lower wealth limits - No minimum fees - No exit penalties