Professionally

Jamie is a Financial Planner with over 10 years’ experience in financial services, having been qualified to provide financial advice since 2016.

Jamie’s approach to financial planning is centred around people. One of the aspects he finds most rewarding about his role is creating and building trusting relationships with clients. He believes that understanding clients as individuals is fundamental to providing advice that is meaningful, relevant and tailored to their circumstances and goals.

With a strong focus on developing long-term client relationships, Jamie brings a personable and approachable style to financial planning. He is passionate about helping clients navigate their financial decisions with clarity and confidence, while building trust that lasts throughout their financial journey.

 

qualifications

  • Diploma in Regulated Financial Planning (DipPFS)

Personally

Outside of financial planning, Jamie enjoys making the most of the great outdoors. An ideal weekend would find him in the countryside, fishing or playing cricket for his local team.

Jamie in the spotlight

Favourite Holiday Destination:
The Greek Islands
My proudest accomplishment is:
Leading a fundraising challenge in the Lake District, bringing together a demanding combination of a 5km kayak, a 50km bike ride and the Yorkshire 5 Peaks, including a 25km hike. The challenge raised an impressive £6,500 for charity.
London regional office:
Craven Street Wealth
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Kent Regional Office:
Lawrence House
Summer Hill
Harbledown
Canterbury
Kent
CT2 8GT
Sussex regional office:
Craven Street Wealth
Freedom Works: The Courtyard
30 Worthing Road
Horsham
RH12 1SL
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

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