Telephone: 01676 532210 or 03300505040 (all offices)


Private clients

We provide comprehensive financial planning services for private clients, covering all areas of financial and life planning.

Private clients

We will work closely and empathetically on your terms and at your pace. After all, it takes time to develop a trust-based relationship.

It takes time to develop

Jamieson Christie Wealth Management offers advice to private clients on a whole range of financial services including the following:

  • Saving and investment strategies and investment management
  • Retirement and pension planning (including defined benefit schemes)
  • Tax mitigation
  • Long term care fee advice
  • Pension and other financial matters on divorce
  • Estate planning

How can we help?