Jamie joined the technical team as Senior Paraplanner in December 2017, having gained experience working for another IFA. He graduated from University in May 2010 with an Honours degree in Accounting and Business and has six years’ industry experience. He holds the Level 4 Diploma in Financial Planning and was one of the first in the industry to be awarded the newly created Certificate in Pension Transfers. He has a keen interest in all technical matters, as well as experience sitting on investment committees and providing analysis and research on investments.
In his spare time, Jamie enjoys exploring new places, playing guitar and taking part in challenges. He recently completed the three peaks challenge, helping to raise money for brain tumour research.