Jamie joined us in July 2021 as a Paraplanner. He has worked in Financial Services since 2008 and has provided comprehensive financial planning, pension, investment and tax planning advice to Private Clients. His previous experience as a Financial Adviser enabled him to help people really understand building up to retirement and then enjoying this right through to later life.
He is married to Gemma, they have a young son Sebastian and they are the primary carers for his Grandmother. Outside of this, he enjoys Golf and Football.
Jamie says “I was taught that Money is a tool, a very useful tool, but a tool nonetheless. When Money stops becoming the tool and becomes the goal, we can lose sight of what’s important. Being the person that can help to refocus that perspective is what makes my role so satisfying. I look forward to helping our clients in identifying and chasing their own life goals.”
