David Jamieson

David Jamieson

2020 Financial Advice

Minimum savings/pensions: Over £250,000

0330 038 8939
Based in Shrewsbury
View location
Verified since: November, 2021
5 out of 5

40 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 November 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    David has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 July 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

My name is David Jamieson, and I am an Independent Financial Adviser for 2020 Financial Advice. Having achieved level 6 or Chartered status. Prior to becoming a Independent Financial Adviser, I graduated from Exeter University with a BSc in Economics followed by a MSc in Finance & Investment. The four main areas I assist my clients with are Pensions and Retirement Planning, Investments, Protection and Trusts/Estate/Inheritance Tax Planning. This may be helping a client who wises to save and invest money, in order to grow their wealth above that of a savings account. Or it may be to assist someone who wants to retire, to give them an idea of how much they will be able to retire on and to plan their income as tax efficiently as possible. Or perhaps to assist an elderly client mitigate or completely remove a liability to inheritance tax. I like to meet all my clients before I help them, as this allows us to get to know one another and whether or not we would work well together. This meeting is not chargeable. Whilst not in work, I take a great interest in sport, especially football & golf. I also enjoy going to the gym and taking my dog on hikes.