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Areas where we can help you

Areas where we can help you

  • Protecting my dependants in the event of your death

  • Protecting your lifestyle following a serious illness or disability

  • Protecting your earnings following a serious illness or disability

  • Having Private Medical care if you need treatment

  • Making use of any allowances to reduce the Capital Gains and Income Tax you pay

  • Buying or improving a home in the UK or overseas

  • Buying a property to Let out in the UK or overseas

  • Saving for a special event

  • School and/or University Fees planning

  • Saving money on a regular basis

  • Achieving a specific Income in retirement

  • Provision for Long Term Care in Retirement

  • Investing a lump sum

  • Releasing equity in a property to provide a lump sum or ongoing income

  • Taking your pension benefits because you are approaching or over 50

  • Making arrangements to mitigate Inheritance Tax on your death

  • An overall review of yourcircumstances, financial objectives and existing arrangements


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
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