0117 295 0022
Based in Bristol
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Jamie has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jamie has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jamie has not yet added their fees to their profile
Fees not yet added
Jamie has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Jamie (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Jamie
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Jamie (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Jamie has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jamie has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jamie has not yet added their fees to their profile
Fees not yet added
Jamie has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Jamie (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Jamie
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Jamie (based on 3 first impressions)
We are extremely rare (perhaps even unique!) in the industry, in the fee structure we run for clients, in that we charge absolutely no initial or up front fees and no exit fees. Please see my fee tab for more info. One of the most important lessons that I have learnt through my work as a financial adviser is that each client is unique in their values and goals and a personalised service is essential to delivering you effective financial advice. The world of finance can be filled with complex rules, regulations and jargon. I believe a large part of my role is to simplify this and ensure you understand the process each step of the way. If you are looking for forward thinking modern day advice using industry leading investment research, financial planning practices, cash flow modelling and advanced planning please get in touch for a no fee no obligation discovery meeting. I hold both the Chartered Wealth Manager and Certified Financial Planner (CFP) qualification through the Chartered Institute for Securities and Investment (CISI). The CFP certification is recognised globally as the gold standard for financial planning professionals.
Offers available through VouchedFor
Contact Jamie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jamie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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