Plan for your future, today.
At Jamieson Christie Wealth Management, we understand that planning for a comfortable financial future takes time and effort. That's why we're dedicated to providing our clients with personalized financial planning solutions that cater to their unique needs and goals. Our team of experienced financial advisors uses a collaborative approach to understand our clients' financial journeys and provide tailored advice to help them achieve their objectives.
Our Approach
We believe that setting goals is the first step to success, and our team is committed to helping our clients set and achieve their financial objectives. We work closely with our clients to understand their individual circumstances, goals, and aspirations, and provide them with personalized financial planning solutions that are designed to help them grow, manage, and preserve their wealth. Our team of financial advisors is dedicated to providing exceptional client care and attention to detail, ensuring that our clients receive the highest level of service and expertise.
How We Are Paid
At Jamieson Christie Wealth Management, we are committed to transparency and fairness in our pricing structure. We believe that our clients should understand how we are paid for our services, and we are happy to provide clear and concise information about our fees and charges. We are committed to providing our clients with the best possible advice and service, and we believe that our fees reflect the value that we bring to our clients.
Our Services
We offer a range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. Our team of experienced financial advisors is dedicated to providing personalized advice and guidance to help our clients achieve their financial goals. We take a holistic approach to financial planning, considering all aspects of our clients' financial situations and providing tailored solutions that cater to their unique needs and objectives.
What Our Clients Say
Don't just take our word for it - our clients have praised our exceptional service and expertise. Read what they have to say about us:
"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." - John Davies
"We can't recommend this company highly enough. Andrew has been looking after us for more than a decade." - Louisa James
"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." - Jonathan Knibb
"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." - Norman Robinson
Professional and Friendly Service
The reviewers praise Jamieson Christie for providing exceptional service, guidance, and support in their financial planning and investment needs. Dominic, Andrew, and other team members are described as professional, friendly, and knowledgeable, taking the time to explain complex concepts in a clear and patient manner. The review highlights the importance of having a financial advisor, with many clients reporting a sense of security and reassurance having them on board.
Clear and Logical Process
The process of planning and implementing a financial strategy is described as clear, logical, and well-structured. Reviewers appreciate the effort taken to understand their individual circumstances, aspirations, and risk tolerance, which is then tailored into a personalized plan. Regular communication and updates are also highlighted as a key aspect of the service, providing clients with confidence and peace of mind.
Outstanding Support and Service
Several reviewers emphasize the outstanding support and service they have received from Jamieson Christie, describing it as exceptional, outstanding, and reassuring. The team is praised for their ability to adapt to changing circumstances, providing guidance and reassurance throughout the pandemic.
Highly Recommended
Across the reviews, there is a strong theme of recommending Jamieson Christie to others, citing their excellent service, professionalism, and expertise. Reviewers rave about the firm, using words like "outstanding, " "exceptional, " and "terrific" to describe their experience.
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