We are a family run company based in the historic market town of Evesham, Worcestershire. Jamie has over 20 year’s experience within the financial services industry, specialising in Retirement Planning & Pensions, Investments, Insurances and Mortgages. His wife Rachel has a background in banking and publishing and ensures the companies smooth running.
Being an Associate Partner Practice of St. James's Place Wealth Management gives us access to first class products and the backing and support of a large strong organisation that has the experience to deal with every clients financial needs.
We believe in the traditional value of face to face meetings and advice with the support of up to date technology giving our clients everything that they would expect from a modern wealth management company.
We treat all of our clients as friends, in the hope that we establish long term relationships through our friendly and honest dealings, so that we continue working with you as life progresses and your circumstances change.
Accreditations & Qualifications
Diploma in Regulated Financial Planning (CII) Certificate in Mortgage Advice and Practice (IFS) Certificate in Insurance (CII)