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Jamieson Christie Wealth Management Limited : Services
 

A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone or via skype over the internet.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.

Dominic O'Brien FPFS Chartered Financial Planner

Dominic entered the financial services industry in 1985, providing advisory and support services, on a consultancy basis, to sole traders, partnerships, owner managed businesses and national firms. Dominic's expertise in corporate and self invested pensions has been complemented by the specialist examinations he has completed in the disciplines of Taxation & Trusts, Pensions, Pension Investment Options and Retirement Options, in addition to his in depth investment knowledge. He is also one of a small percentage of advisers who hold the highly acclaimed Chartered Financial Planner title and is a Fellow of the Personal Finance Society.

Dominic's personal achievements have been mirrored by the consultancy teams he has actively managed. Prior to helping found Jamieson Christie, Dominic was closely involved in helping people appreciate their aspirations, their needs and shortfalls, as well as how best to find a solution to these.

Richard Cooper DipPFS

Richard has worked in the financial services industry for over 20 years, working for both global insurers and banking organisation before moving to the Independent Adviser role. Prior to this he worked for HMRC gaining tax knowledge that has been helpful to many business and individual clients over the years. Working closely with Accountants and Solicitors Richard has a strong knowledge of employee benefits, pension & divorce, trustee investment and equity release matters.

Working closely with other advisers and his network of contacts Richard ensures clients of Jamieson Christie receive a real team effort when assisting them with their future financial planning matters.

Andrew Frith DipFA

Andrew started his financial services career with Coventry Building Society moving on to Lloyds TSB before joining the advisory team at Jamieson Christie in 2010.

The experiences to date have meant that Andrew has dealt with a broad range of personal financial planning matters. With a strong technical ability and a focus on understanding the needs of his clients, he has fostered many strong relationships, regularly reviewing the implemented plans with no jargon, plain english explanations.

Andrew's joining enhances the strength of the Jamieson Christie financial planning proposition supporting the continued development of the company, the vast majority of which has come via client or professional introducer referrals.

Anne Cawley CeMAP

Anne entered the financial services industry in the early 1990's and worked for many years developing the businesses of IFA's across the West Midlands region.

Following a career break she returned to the industry and focused on Mortgages and Protection related matters. As the number of introducers to Jamieson Christie has grown Anne's role has developed to one of partner relationship manager. Her overall knowledge of financial matters and experience of dealing with the needs of those firms that entrust their most important clients to Jamieson Christie has given confidence to many new partner firms during the past two years, continuing the growth of our referral based business.

Julian Kuzminski

Julian owned and managed a successful advisory business for many years following entry to the inductry over 20 years ago. Working predominantely with business owners as well as individual clients he has a wealth of experience and knowledge. With auto enrolment on the horizon for many SME's Julian currently devotes the majority of his time to dealing with employee benefit related matters for Jamieson Christie and its corporate clients.



Derrick Thompkins

After a successful career with a major pension provider during the 1980's, Derrick established his own business based over the years in both Leamington Spa and Balsall Common. Working closely with individuals and companies throughout the UK, Derrick specialised in advice areas such as employee benefits, pensions and investment planning.

We are delighted to have Derrick on board bringing with him a wealth of experience and expertise, gained over many years. Adding Derrick to Jamieson Christie's as a relationship consultant ensures we are capable of continuing to provide the high quality, bespoke relationships to our growing number of professional introducers.

Harry Siggs

Harry joins the Jamieson Christie team following many years working within and with small and medium sized businesses. Having been 'on the other side' he has a strong appreciation for the real needs and concerns of business owners and as a family man also understands the aspirations of individual clients. He has been a trustee for many years and is passionate about the development of financial knowledge amongst the wider community.

Harry O'Brien

Adding social media and marketing knowledge to the advisory team at Jamieson Christie Harry helps the business reach out to a wider and often younger audience. Having seen the business develop from its early days to current position of Top 25 Private Client Financial Planning Company for 2015 (awarded by Wealthnet), his work with clients of all levels brings value beyond his formal years of experience.



Contact   Specialisation   Email





Mr D O'Brien   Tax Planning for businesses   Jamieson Christie Wealth Management   email me
    Shareholder Protection        
    Group Pensions        
    Group Stakeholder        
    Group Protection        
    Key Person Protection        
    Employee Benefits        
    Commercial Mortgages        
    Pensions (incl Stakeholder)        
    Tax planning for Individuals        
    Lump Sum Investments        
    Educational Fees Planning        
    Investments for Trusts        
    Portfolio Management        
    Health / Long term care        
    Pension choices at Retirement        
    Gay/Lesbian        
    Restricted Sight        
    Severe Hearing Difficulties        
Mr R Cooper   Shareholder Protection   Jamieson Christie Wealth Management   email me
    Tax Planning for businesses        
    Group Protection        
    Group Pensions        
    Key Person Protection        
    Employee Benefits        
    Group Stakeholder        
    Offshore Investments        
    Portfolio Management        
    Individual Protection        
    Educational Fees Planning        
    Lump Sum Investments        
    Pension choices at Retirement        
    Investments for Trusts        
    Estate Planning        
    Gay/Lesbian        
    Restricted Sight        
    Severe Hearing Difficulties        
Mr A Frith   Group Stakeholder   Jamieson Christie Wealth Management   email me
    Key Person Protection        
    Employee Benefits        
    Shareholder Protection        
    Tax Planning for businesses        
    Group Pensions        
    Group Protection        
    Pensions (incl Stakeholder)        
    Estate Planning        
    Expatriates        
    Ethical Investments        
    Offshore Investments        
    Portfolio Management        
    Unit Trusts / Investment Trusts        
    Educational Fees Planning        
    Restricted Sight        
    Severe Hearing Difficulties        
    Gay/Lesbian        
Mr J Kuzminski   Employee Benefits   Jamieson Christie Wealth Management   email me
    Shareholder Protection        
    Tax Planning for businesses        
    Group Protection        
    Key Person Protection        
    Tax planning for Individuals        
    Individual Protection        
Mr H Siggs   Shareholder Protection   Jamieson Christie Wealth Management   email me
    Tax Planning for businesses        
    Commercial Mortgages        
    Key Person Protection        
    Employee Benefits        
    Tax planning for Individuals        
    Individual Protection        
    Estate Planning        
    Residential Mortgages        
    Gay/Lesbian        
    Restricted Sight        
    Severe Hearing Difficulties        
Mrs A Cawley   Group Protection   Jamieson Christie Wealth Management   email me
    Key Person Protection        
    Employee Benefits        
    Commercial Mortgages        
    Shareholder Protection        
    Residential Mortgages        
    Individual Protection        
    Gay/Lesbian        
    Restricted Sight        
    Severe Hearing Difficulties        
Mr H O'Brien   Commercial Mortgages   Jamieson Christie Wealth Management   email me
    Key Person Protection        
    Employee Benefits        
    Tax Planning for businesses        
    Individual Protection        
    Educational Fees Planning        
    Estate Planning        
    Residential Mortgages        
    Tax planning for Individuals        
Mr D Thompkins   Group Pensions   Jamieson Christie Wealth Management   email me
    Group Protection        
    Group Stakeholder        
    Key Person Protection        
    Employee Benefits        
    Shareholder Protection        
    Tax Planning for businesses        
    Pensions (incl Stakeholder)        
    Portfolio Management        
    Pension choices at Retirement        
 
 
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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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Registered Office: Regent House, 430 - 432 Kenilworth Road, Balsall Common, CV7 7DN. Registered in England & Wales No 05110737.


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