Jamie will be based at our Kettering office as part of the Investment and Pension team. His role as a paraplanner will see him write and research technical reports supporting our team of independent financial advisers (IFA).
Jamie has experience in investment, pension, and protection planning, which he has gained through over eight years of working in financial services. He is currently working towards his Chartered Insurance Institute (CII) Level 4, diploma and aims to have this completed by the end of 2023.
Outside of work, Jamie is a keen golfer playing as many times as possible during the year (heavily weather dependent). He is also a passionate Arsenal fan watching and attending as many games a year as he can.
“I am delighted that he has been able to join the team. The experience and knowledge that he brings will be of benefit to everyone within the company but especially the Investment and Pension team. This side of the business is growing so his support will be invaluable-Welcome to the Team, Jamie.”
Our head office is at Kettering. However, our team of financial planners cover-
Appointments can also be arranged at your home or place of work at a time that is convenient for you. Why not contact the team today?