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Based in St-Albans
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Jamie Small FPFS is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Achieving Fellowship status is the highest accolade and gives practitioners a genuine differentiation within the industry. Jamie has specialist knowledge on pensions and investments. Jamie is very well settled in the UK after arriving from New Zealand in 2003 and now resides with his wife and 2 children in St Albans. Since his arrival he has worked in the city of London for a small chartered advisory firm and then went on to a much larger FTSE 250 company, providing regulated retirement advice. Jamie holds the Advanced Diploma in Financial Planning along with a level 4 qualification in Discretionary Investment Management. Jamie provides independent holistic advice to his private clients on issues that surround retirement and investment planning.
£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).
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