Neil Jacobs Email
Head of Fusion Financial @ Fusion Financial Ltd
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Neil Jacobs Location
- London, GB
Neil Jacobs Work
- 2024 -now Head of Fusion Financial @
- 2023 -2024 Senior Financial Advisor @
- 2021 -2023 Director of Wealth Planning @ WEALTHWISE FINANCIAL SOLUTIONS LIMITED
- 2015 -2021 Partner @ Prosperity Wealth Creation LLP
- 2013 -2015 Wealth Creation Manager @ Phillip Masters Independent Advisers Ltd
- 2007 -2012 Financial Advisor @
- 2005 -2007 Graduate Programme @
Neil Jacobs Education
- Chartered Insurance Institute
Diploma in Financhial Planning (Financial Planning and Services)
2007-2008 - Leeds Beckett University
Business Studies and Management BA Hons (Business Administration and Management, General)
2001-2004 - Bushey meads
GNVQ (Business/Managerial Economics)
Neil Jacobs Skills
- Strategic Financial Planning
- Retirement Planning
- Investments
- Portfolio Management
- Wealth Management
- Investment Advisory
- Insurance
- Wealth
- Financial Advisory
- Financial Risk
- Financial Planners
- Pensions
- Finance
- High Net Worth Individuals
- Tax
- Income Protection
- Retirement
- Bonds
- Managerial Finance
- Fixed Income
- Financial Analysis
- Critical Illness
- Estate Planning
- Financial Markets
- Personal Finance
- Auto Enrolment
- Financial Planning
Neil Jacobs Summary
- Neil Jacobs, based in London, GB, is currently a Head of Fusion Financial at Fusion Financial Ltd. Neil Jacobs brings experience from previous roles at Fusion Financial Ltd, WEALTHWISE FINANCIAL SOLUTIONS LIMITED, Prosperity Wealth Creation LLP and Phillip Masters Independent Advisers Ltd. Neil Jacobs holds a 2007 - 2008 Diploma in Financhial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Investments, Portfolio Management, Wealth Management and more. Neil Jacobs has 2 emails on RocketReach.
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