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 action. Good financial advice is not cheap, but in the final analysis it is good value.
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 changes to the way they are managed. Thank you to the whole team!
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 recommending Jamieson Christie.
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 to retire, or to just start to put something aside for your future.
We work very closely with our clients to understand their individual needs, circumstances and what is important to them. This approach helps us to provide truly tailored financial and strategic planning solutions which we can implement and review together. Our professionalism, teamwork and client care is at the centre of our business.
Please browse our website to find out more about who we are, our high level of knowledge, experience and expertise, and how we conduct our business.Contact Us →
Jamieson Christie Wealth Management has been awarded the prestigious Chartered Financial Planners title from the Chartered Insurance Institute (CII).
This highly regarded title is only awarded to the UK's premier financial planning firms who meet rigorous criteria which relate to professionalism and capability. The award is only made in deserving cases and while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
If you would like to find out more about why being Chartered makes a difference, you can discover more by clicking the button below.Read More →
Whilst there are many benefits to maintaining our independent status, the question we receive the most often is about whether we are obligated to use investments, contract or policies from a particular company or a select group of companies.
We understand that every client has their own individual requirements and we have the flexibility to work with you to suit your situation.