My expertise covers the broad spectrum of financial planning, my aim is to help you and your business.
I have been based in Kent providing financial advice for the last 13 years. With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for client so I can help them achieve their goals, and, more, importantly, to review these plans regularly to ensure they remain current and accurate.
My services include
– Investment planning
– Retirement planning
I am also proud to say that I am a full member of the Society of Later Life Advisers (SOLLA), I have specialist knowledge and understanding of later life financial matters.
I understand that planning for later life can be difficult for all concerned and I will do my best to make it a little easier.
Being accredited to SOLLA, means I can help you with care fees planning as I understand the long-term care system in the UK and provide suitable advice and recommendations.
Areas that I cover
I am able to support clients based in Kent.
How to contact Jamie
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s Website at . The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.