Turning his attention to private client wealth management at that time within the pre merged business that is now Perspective Financial Group Ltd. Jamie specialises in advising High Net Worth Private Clients on all aspects of holistic financial planning and wealth management and has accumulated over 20 years a vast level of knowledge and experience of the concerns, requirements, and solutions within this client sector.
His ability to be able to provide clarity to individuals when discussing complicated areas to provide a better understanding of their situation, options and managing expectations is perhaps what he prides himself on most.
Jamie assists with some of the training and development within the Perspective Training Academy helping to pass on to the next generations of advisers his knowledge and experience of how to deal with this sector.
