0208 166 7217
Based in Richmond
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FCA status: Certified by Firm
Jamie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jamie's status
Last checked: 21 May 2025
Jamie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jamie's status
2
Recent Client Reviews
Jamie has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jamie has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 June 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jamie has not yet added their fees to their profile
Fees not yet added
Jamie has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jamie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jamie's status
Last checked: 21 May 2025
Jamie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jamie's status
2
Recent Client Reviews
Jamie has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jamie has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 June 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jamie has not yet added their fees to their profile
Fees not yet added
Jamie has not yet added their fees to their profile
I deliver on providing financial planning solutions and developing long-lasting relationships with my clients by becoming their trusted adviser. My specific expertise lies in creating bespoke financial plans and working to formulate strategies typically in three core areas: wealth enhancement; wealth protection; and wealth transfer. The main outcomes which I focus upon for my clients are: - Improving investment returns - Retirement & Estate Planning - Consolidation, Restructuring & Establishing new investment wrappers. - Intergeneration Wealth transfer - Inheritance Tax Mitigation - Individual & Business Protection If you would like more information about what is that I offer, please feel free to email me with any questions or to arrange an initial, fee-free consultation.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jamie's clients
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