Advising clients since: 2008
Qualifications: BSc (Hons), MRes, DipFA
Areas of expertise: Holistic financial planning and portfolio management
Jamie has over seven years of experience in providing financial planning strategies to private clients and families.
Using traditional and alternative investment vehicles, Jamie has worked on both a UK and cross-border basis to help his clients become as tax efficient as possible.
Jamie also regularly assists small businesses with their employee benefits, with the focus often being on group pension schemes and business risk protection.
Jamie graduated from the University of Birmingham in 2005 with a degree in Sports and Materials Science and then went on to do a Masters degree in Materials Science & Engineering.
Outside work Jamie is a keen rugby player and is incredibly passionate about scuba diving.