Advising clients since: 1997
Qualifications: Diploma in Financial Planning (DipPFS) and the Investment Management Certificate (IMC)
Areas of expertise: Tax efficient investments – EIS, SEIS, VCT, BPR
Jamie is a partner at Westminster Wealth with responsibility for the research, due diligence and advice on our tax efficient investments. He also sits on the Westminster Wealth investment committee helping to direct the investment strategy of the group. Jamie looks to help clients understand and simplify their financial planning whilst providing service over the long term to give clients continuity. The majority of Jamie’s clients are high net worth individuals from a diverse range of backgrounds.
Outside work Jamie lives with his wife and daughter in Hertfordshire and enjoys playing and watching most sports. He continues to play hockey at a good level and would spend the whole winter in the mountains skiing and snowboarding if work didn’t get in the way! Jamie enjoys exploring new restaurants in search of great food and fine wines.