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.
I have known Jamie Thompson for many years, both as a colleague and friend. Financial Services is an industry that I know well, having spent my career working for a number of providers and dealing with a large number of financial intermediary businesses throughout the UK. So when it came to seeking my own financial adviser, I had a very good idea of what I was looking for. I wanted someone that I knew I could trust implicitly. Someone that I knew would take great care to; understand my precise requirements and then work closely with me to implement the right solutions. I also wanted someone that I knew would remain committed to me as a client and be there when I needed their help. I believe these personal qualities are of paramount importance when choosing a Financial Adviser. The fact that Jamie has achieved Chartered Financial Planner status was also important to me. It demonstrates an exceptional level and breadth of knowledge and illustrates his commitment to his profession. Finally, I know Grosvenor Consultancy to be a very well established and respected business, which gave me the reassurance that Jamie was with a top quality organisation, well capable of providing the level of service and support required to fully support him and most importantly, his clients. I would have absolutely no hesitation in recommending Jamie Thompson and Grosvenor Consultancy to friends and family.