Jamieson Christie Banner
My Money
My Family
My Life
My Home
Financial Guides
Compare Rates
Our services
Working smarter on your behalf
Areas where we can help you

Our services

What we would provide you with

We offer an initial discussion, without charge or obligation. If following this you would like us to act on your behalf we will:

gather information about you and your finances, and discuss with you your financial needs, objectives and requirements;

analyse the information we have gathered either directly from you or the providers of the contracts you hold;

provide detailed written analysis and recommendation reports;

discuss any action we think you should take and, with your agreement, arrange relevant transactions for you.

Following any initial review and implementation, we will discuss with you whether you would prefer us to carry out regular reviews or not. If you would like us to carry out regular reviews we will:

gather in advance of each review the details of any changes to your circumstances;

analyse the updated information we have gathered from you as well as that relating to your investments, insurances and finance;

provide a written analysis report, supported by a series of regular review meetings.


Jamieson Christie Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombusman.org.uk
Please ensure you read our User Terms , Client Agreement and Privacy statement.

Registered Office: Regent House, 430 - 432 Kenilworth Road, Balsall Common, CV7 7DN. Registered in England & Wales No 05110737.

Powered by Synaptic Software Website last changed: 19/10/2017