It gives us great pleasure to be able to write a review for a most amazingly professional and yet personal, local company, Jamieson Christie, in Balsall Common.
We have been with Jamieson Christie for very many years, at the recommendation of a work colleague, and have been delighted at the very personal service that has always been provided. They are most welcoming when you call at their office, and even during "lock down" they have been in contact on a regular basis offering professional investment advice.
Even in the early days they quickly became personal friends more than financial advisors. We owe them a great debt of gratitude for all of the good advice we have received. We have recommended them to friends who have also been delighted with their services and are happy to continue to recommend them to others.
Robert and Catherine
From my initial consultation interview Over three years ago til this present day I have been extremely pleased with Jamieson Christie and the whole team. Front of staff are very welcoming and polite showing extreme levels of professionalism. Management are very knowledgeable and precise and more importantly really understanding of an individual’s requirements. In my case it was a pensions investment but can’t help feel this can be said of all financial matters, such is the way JC handle investments that are tailored to suit an individual.
Also reassuring is the reporting documentation that is perfectly detailed and capturing all discussion points in a full financial report on an annual basis. Email and telephone updates are never an issue and I find a brief update half yearly to be satisfactory.
Market swings - Brexit and Covid 19 are fine examples of market uncertainty that is very well explained in a CEO letter, delivered in such a way that even an inexperienced investor (like myself) can grasp the global situation. Although usually written when markets are in a crisis I have found the reports give total reassurance that JC are well in touch and making early decisions to maximise investments in the best possible way.
Finally my personal advisor Andrew is someone who I fully trust and feel that he has captured my good and bad financial habits. Our annual meetings are never rushed and always turn out to be fun and a light hearted session, yet so professional.
I cannot speak highly enough of Jamieson Christie Wealth Management and would not hesitate to recommend anyone to take up an initial consultation and see for yourself what a great team to look after your investments.
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.
- John Davies
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.
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 benefit from the highly successful mitigation of the potential Inheritance Tax liability.
Having seen the value of proactive management, I had no hesitation in asking Dominic to help me with the similar challenges of my Mother’s savings and investments.
Further, I have also brought our pension arrangements under Jamieson Christie’s management. Having taken great care to understand our aspirations for our retirement, Dominic was able to recommend and implement a financial plan that enables us to achieve them.
Great company, friendly very knowledgeable staff. Everyone should have a financial advisor and I would definitely recommend this company. Always there and calm throughout the pandemic.
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.
Jamieson Christie have been managing my retirement assets for 5 years. They have provided a first-rate professional service. As a result of their expertise, my fund has quite consistently out-performed my expectations.
I engaged Jamieson Christie as my Financial Advisor just over 3 years ago as I was looking to retire early and needed a company that I could rely on and trust.
Since then, Dominic and the rest of the team have provided outstanding support and service and I am delighted I became a client.
I have been extremely happy with all of my dealings with them and I look forward to many more years of support.
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.
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.
I have nothing but praise for this company generally, and for Andrew Frith particularly. He always gives me a good deal of his time and takes care to explain things clearly and patiently. Any follow-up care has been done quickly and professionally, and I have complete trust that my finances are being looked after in the best way possible.
I have been dealing with Domnic and Julian for a number of years now to look after our investments. I have found them to be Honest and most Professional in every aspect of my dealings with them. Their advise over the years has delivered a solid return on my investments and always in line with the level of risk I am prepared to take within my portfolio. I have recommended friends and family to this business and without fail they have found them to be first rate and professional too! The nice think for us is they are local to where we live so no long journey and always on hand for a quick catch up for advise.
Making the right choices when retiring is crucial to ensure a comfortable retirement. Luckily Jamieson Christie were recommended by a trusted source. Andrew Frith, our adviser is a consummate professional and has helped us make the most of the options open to us. Not being the most financially astute individuals, Andrew has the ability to explain complex concepts in a clear and patient manner. His commitment and genuine interest in helping us make the most of our situation came across in every meeting. Financially, we have come through this difficult year in tact and feel very lucky to have chosen Jamieson Christie to manage our finances.
My family have been clients since around 2004. We have always had professional advice and our finances have been expertly looked after. The advice we receive is always timely and appropriate. We have been advised on investments as well as pensions and tax related matters. I can highly recommend the entire team without reservation. A special mention for support and advice goes to Sylvia Warwood who is our right arm.
Harry and the JC team have supported my wife & me for several years. Harry’s advice has always been thoughtful and reassuring. We have been pleased at all times with the outcomes. I would recommend JC without hesitation. Thank you for the opportunity to comment.
I've been working with Harry for a few years and he has been excellent providing me not only with relevant products and services but advice too. He has always been on hand to help when required and I've appreciated his open and straight forward approach to my investments especially being flexible in any change of circumstances and helping me navigate those in a positive manner.
Jamieson Christie have managed my private pension very professionally for several years now. I was particularly impressed with how well it performed despite Covid affecting the general market. They give a personalised and friendly financial advice service, and have also successfully found me and my son excellent mortgages over the last 18 months. Finding someone to trust your pension with is not an easy decision, but these guys are professional and trustworthy.
Since working with Andrew at JC we have not only got sound financial plans in place, but we feel in control of our future and our finances. Him and his team make it easy and exciting to review our position and consider the up's and downs of life. We have been able to save and secure a much better future for ourselves than we would have done without them. Very much recommended. Very informative, friendly and helpful.
Jacqueline Hollows (Beyond Recovery CIC)
To retire and take my company pension was a huge decision for me. Could I afford it? I realised that I needed professional financial support and guidance. From the very first meeting, Jamieson Christie took every bit of the worry and stress off me. Easily the best decision I could have made.
For 10 Years Jamieson Christie Wealth Management have nurtured our investments in a truly professional manner, always being responsive and honest with advice and decisions. They are open and transparent with fees and their knowledge and understanding of our risk profile and circumstances ensures a compatible relationship which benefits both parties.
The Sail Loft Studio
I have been with Jamieson Christie for over 12 years and can highly recommended them. The staff are knowledgable, professional, very helpful and friendly.
Although the team are experts in their respective financial fields they understand the shortcomings of us mere mortals. Financial information and recommendations are expressed in a down to earth manner that is generally understandable.
I have been a client for 3 years and I always find the service provided both professional and friendly.
Dominic and his team are very responsive and provide good clear advice on matters financial whilst maintaining a down to earth and local feel . I definitely don’t feel like just a number, the relationship is much stronger than that.
We as professional advisors rely on reliable and professional connections with our peers in other professional sectors, Jamieson Christie and their representatives definitely fall into this category. We have worked with Jameson Christie over the last decade with numerous clients and found the service and communication they provide to be excellent both with ourselves and the clients we put in touch with. Thankyou for the ongoing support and advice.
Easy to deal with plus open and professional with all issues. Good performance with investments.
My experience is limited but what I have had is very good. Also friendly.
All staff are personable, friendly & very helpful. Regular updates issued on the current state of the financial situation prove extremely beneficial.
Very knowledgable, professional and personable service, highly recommended. Jamieson Christie were recommended to me by a colleague and I was introduced to Andrew Frith who has been our advisor for almost 3 years. The interactions with Andrew and his team (Alan Blundell & Mandi Fox) have always been extremely positive. I have utmost confidence in the advice, integrity and service that I receive.
This company has helped me to get my affairs in order by showing great patience and understanding of my circumstances. As a result of the advice given in particular by Mr Andrew Frith , I am now clear on how to go forward with my retirement plans.
The team at Jamieson Christie are highly knowledgable, very proactive and professional and always responsive from the customer account management to the recommendations for investments (and changes in them) and the twice yearly performance reviews - outstanding.
I absolutely recommend them to anyone who wants their money to work hard for them but that doesn't have the time or the knowledge to do it themselves.
Andrew Frith at Jamieson Christie has been helping me to manage my finances since early 2017. Andrew initially advised me on transferring my pension into a SIPP under the Pensions Freedom rules. The advice given was very well considered and helped us to achieve our goal of retiring early whilst maintaining our lifestyle.
Our money is sensibly invested in a broad spread of investment products and I'm glad to say that our loss at the bottom of the initial Coronavirus fall was nicely contained at a level that was significantly lower (around50% less) than the fall of the FTSE 100. Andrew's advice to hold firm whilst the markets recovered was great and we have since regained most of our initial losses.
Jamieson Christie's approach of actively managing their recommendations across all of their clients' investments has worked well for us with some well timed investment swaps that caught the recovery well.
It's nice to know that such a professional firm is actively looking after our financial best interests and we look forward to many more years with them.
We have been clients of Jamieson Christie for 15+ years. We have always found Dominic and the team extremely professional, helpful and astute when it comes to the economic fluctuations that we have encountered over that time.
The staff are always there for you. If you have a problem or a worry contact the team. Someone will have a solution.
Piece of mind that my investments are being looked after
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