Jamieson Christie Wealth Management Limited, a Chartered independent firm of experienced and highly qualified financial planners. We are directly authorised and regulated by the FCA, accessing solutions from the whole of the market providing the highest level of technical financial planning advice.
We provide specialist advice and guidance to companies, individuals, trustees and charities in the areas of Investment & Retirement planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice and Lifetime cash flow planning.
We provide specialist advice and guidance to companies, individuals, trustees and charities in the areas of Investment & Retirement planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice and Lifetime cash flow planning.
Reviews (10)
Jane Garner
Oct 17, 2021
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Professional & friendly - Andrew gave me options - explained at my level of understanding-
I’m an NHS. Professional and having limited knowledge of pensions and safe investments it really helped getting specialist support. Louise is very helpful and always ready to support and explain
Definitely recommend
I’m an NHS. Professional and having limited knowledge of pensions and safe investments it really helped getting specialist support. Louise is very helpful and always ready to support and explain
Definitely recommend
Peter Scott
Aug 23, 2021
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Eve Jones
Jun 06, 2021
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Jonathan Knibb
Feb 04, 2021
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When you trust someone enough to look after your investments, you need to have confidence in them.
This is where we are with Jamieson Christie. It is easy to get advice and recommendations from them and regular updates are provided regarding investment performance. Your investment doesn’t just get put into a fund, with no monitoring taking place. Occasionally, you will receive notification that changes to your investment are worth considering, with supporting documentation provided. This demonstrates that the funds are being ‘managed’, which is what you pay for.
We have no hesitation in
This is where we are with Jamieson Christie. It is easy to get advice and recommendations from them and regular updates are provided regarding investment performance. Your investment doesn’t just get put into a fund, with no monitoring taking place. Occasionally, you will receive notification that changes to your investment are worth considering, with supporting documentation provided. This demonstrates that the funds are being ‘managed’, which is what you pay for.
We have no hesitation in
John Davies
Feb 01, 2021
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I engaged Jamieson Christie as my Financial Advisor over 15 years ago and throughout that time I have maintained the highest level of confidence in their advice, guidance and management. The information that they provide is first rate and highly professional. Moreover, it is relatively easy to follow (no mean feat given the complexity of some issues) They certainly are responsive, but for me a more important attribute is that they are proactive. Getting ahead of the curve is key to positive financial performance, and I rely upon them to provide insight and early advice on critical issues that require
Vanessa Canzini
Jan 31, 2021
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For many years, myself and my husband have been looked after by Jamieson Christie and we could not feel more strongly about their excellence. Julian has personally looked after my entire family for the past thirty years, so I knew we couldn't be in safer hands when we moved to them 10 years ago. Their management of all our financial affairs has been exceptional and I recommend this firm wholeheartedly.
Louisa James
Jan 29, 2021
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We can't recommend this company highly enough. Andrew has been looking after us for more than a decade. He helped us make a major property purchase with the peace of mind that we could afford it and are covered if our circumstances change. He has also challenged us to think about our long-term future and we feel reassured to know that we are doing as much as we can to prepare for our retirement. Andrew is very generous with his time and attention and we feel incredibly well looked after. Communication from the office is second-to-none, with regular updates on our investments and suggestions of
Norman Robinson
Jan 16, 2021
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I asked a friend who had been given some financial advice how he had got on and he advised me to speak to Jamieson Christie Wealth Management and referred me to them for a call. Apparently most of their business is by word of mouth and you can see why.
My advisor Dominic O'Brien is extremely professional as are all of the staff. They owned my business from the very start and nothing seemed to be to much trouble for them. Everything is done with you at the centre of it and with a view on what you need, not them as you sometimes find with banks. I could not recommend them enough if you are looking
My advisor Dominic O'Brien is extremely professional as are all of the staff. They owned my business from the very start and nothing seemed to be to much trouble for them. Everything is done with you at the centre of it and with a view on what you need, not them as you sometimes find with banks. I could not recommend them enough if you are looking
Paul Gill
Jan 15, 2021
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Following my late Father’s serious loss of mental capacity, I found myself accountable for his significant portfolio of savings and investments. With a legal duty to act in Dad’s best interests and facing the prospect of the eventual estate having a hefty Inheritance Tax liability, a business contact recommended that I approach Dominic.
Through Dominic’s professional help and advice supported by the always excellent front-office team, my responsibilities were totally worry-free. I was able to demonstrate best practice management of Dad’s finances and ultimately his wider family will greatly
Through Dominic’s professional help and advice supported by the always excellent front-office team, my responsibilities were totally worry-free. I was able to demonstrate best practice management of Dad’s finances and ultimately his wider family will greatly
Nilofer Sheikh-Thompkins
Dec 19, 2020
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Andrew, Jack and all the team at Jamieson Christie have provided outstanding service and support throughout the many years we have been a client. They regularly check in without being too much and are skilled and knowledgeable across the whole market. They will happily go away and research options and their whole approach is tremendously reassuring. We have been supported through ups and downs in our circumstances and always treated respectfully and with sensitive care. We would highly recommend Andrew, Dominic and the whole team.