Jamie’s career in financial planning began in 2013 after obtaining his degree in Accountancy and Financial Management. He has previously held support roles with a small Wealth Management practise in Central-Birmingham before moving to Mattioli Woods PLC.
Jamie joined Jerroms Financial Planning in November 2020 and is working alongside Gordon and the team to deliver the quality financial planning experience that our clients and their families have come to expect.
He holds the Diploma In Financial Planning, and is now some way to achieving Chartered Status which is one of the highest accreditation's within our industry. He will be shortly be transitioning into an Advisory Role to put all he has learned into practice at the sharp end.
He enjoys time spent with his fiancé Charlotte and their son Joseph. He is also a West Bromwich Albion season ticket holder and a keen member of NextGen Planners, a community focused on supporting our profession in delivering great outcomes for clients.