ADVISOR

Adam Harkness

Neal Caldwell is a Financial Adviser with Jigsaw Financial Associates, specialising in providing financial advice to both individuals and companies. Key areas of expertise include:

  • Individuals: Pensions, Investments, Cash Management, Personal Protection, Estate Planning and Tax Planning
  • Companies: Pensions, Investments, Cash Management, Business Protection and Tax Planning

Neal has over 15 years’ experience in the financial services industry and is passionate about helping clients achieve their financial goals by providing personal face to face advice. He is a CFA Charterholder and holds a MSc. Finance and a BA (Hons.) Accounting & Economics undergraduate degree.

Contact

Phone: xxxx
Email: adamharkness@jigsawfinancial.com 
Regional Office: Lagan Valley

Areas of expertise

Pensions
Investments

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