Financial Planner DipPFS in Oswestry
Many people I speak to aren’t sure if they’re on track. Whatever your starting point, I work with you to build a clear, tailored financial plan around what matters most to you, giving you confidence and peace of mind in your financial future.
Whether it’s planning for retirement, investing for specific goals, or protecting what matters most – my approach is clear: I take the time to understand your goals and priorities and then I provide straightforward, easy-to-understand, personalised advice across everything from being tax-efficient and investing, to protection and retirement planning.
As an educator of 14 years, my motivation is simple: to help you make informed decisions today, so you can enjoy life now while securing your future.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Morda
Owestry
SY10
United Kingdom
Jamie is located in Morda, Oswestry and offers his services in Wrexham and Shrewsbury, providing expert financial advice to suit your needs .
People often ask me why I decided to become a financial planner. The honest answer is because I love getting to know people and I enjoy helping people make sense of their finances and feel confident in the decisions they make. Every situation requires a bespoke solution.
People often tell me they feel overwhelmed by their finances. Using my experience as a teacher, I can turn a potentially overwhelming situation into one where you truly understand your options and give you the confidence that you’re on track to achieve your goals.
I follow a similar process with all clients. You, the client, are always at the centre of it all. The solutions and outcomes are what differ from person to person.
1. I get to know you; what’s important to you and where you see yourself in the future
2. We look at your current provisions to see whether what you already have in place is enough to get you to where you want to go
3. If there is a more efficient way to achieve your goals, we will look at how we can work together moving forward.
Many people I speak to aren’t sure if they’re on track to get to where they want to be financially – or if they are being as tax-efficient as possible. If this sounds like you, I can help.
If you have never looked at your finances before and want some advice on where to get started, I can help guide you through what seems like an impossible maze right now.
Outside of work, I have a beautiful family with two young girls. We like to explore new places and try new things. And apparently, I now like gymnastics (I had no choice in the matter!). In my own time, I enjoy playing football, squash and golf. I’m also lucky enough to be a Wrexham AFC season ticket holder!
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 28 May 2027.
