Jamie Thompson

Jamie Thompson

Independent Financial Adviser

About Jamie

Jamie is an Independent Chartered Financial Planner managing a portfolio of high net worth and corporate clients delivering financial solutions and investment strategies to help them realise their future goals and aspirations.

Jamie has significant experience of over 25 years in the financial services industry. He has specialist knowledge in the area of pensions, both planning for retirement and taking benefits in retirement. Jamie has a vast amount of experience in helping clients to mitigate Inheritance Tax and benefit from Trust planning. He also provides a framework to help clients manage their cashflow throughout life.

He enjoys working with clients and helping them to build their own financial plans after assessing their appetite for investment risk and putting in place the most appropriate tax efficient solutions. He believes in giving relevant and personal advice and service to his clients so that together they are able to achieve financial security for their future.

He is professionally qualified to Chartered and Certified level with the Chartered Insurance Institute, and has achieved Distinction in five CII papers. He continues to focus on his own personal development as a priority so that he can provide his clients with the most current and up to date financial solutions.

Contact Jamie

If you have a question or need some advice regarding your financial planning then
please call Jamie on 01275 373348 or click the box below.

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