0330 038 8938
Based in Nantwich
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FCA Regulated
Last checked: 08 March 2025
Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Jamie has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 03 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
2 qualification certificates available to view
Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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Jamie has not yet added their fees to their profile
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Jamie
100% 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
Last checked: 08 March 2025
Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Jamie has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 03 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
2 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
Fees not yet added
Jamie has not yet added their fees to their profile
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Jamie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jamie (based on 3 first impressions)
Having worked in financial services for over 20 years, I am now the Managing Director and Chartered Financial Planner at Atherton & Associates Wealth Management Ltd, based in my hometown of Nantwich. We provide broad based advice and financial wellbeing up and down the country; mainly to business owners and their employees, directors, families and retired clients. As a Senior Partner Practice of St. James’s Place, our advice covers all areas of financial planning, including: Savings and Investment Planning Wealth Protection Retirement Planning Intergenerational Wealth Management Tax & Estate Planning I hold the title of Chartered Financial Planner; by definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in my profession. I am also a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. In my own time, I enjoy spending time by the coast with the family, supporting my daughter with her dancing and gymnastics and watching my 2 sons play at Nantwich town and NAR community football club. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 09/07/2024
£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).
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