Jamie is a Wealth Planner at Kingswood, providing bespoke financial planning and investment advice to high net worth individuals, families, business owners, and professionals.
With over 20 years’ experience in financial services, including more than a decade advising clients directly, Jamie focuses on helping clients feel financially secure and confident in their decision-making. He is known for his ability to simplify complex financial matters and deliver clear, tailored advice aligned with each client’s long-term goals.
Outside of work, Jamie enjoys spending time with his two young children, golfing, and following Bolton Wanderers.