Jamieson Christie Wealth Management Limited

Independent Financial Adviser Regent House, 430-432 Kenilworth Road, Balsall Common, West Midlands, CV7 7DN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
Chartered Financial Planners and advisers to individuals, companies, trustees and charities offering peace of mind, high quality guidance
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • EEA
    • Long term care
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Equity release
Meet our advisers
Dominic O'Brien APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Harry Siggs
Consultant
Andrew Frith DipFA
Senior Consultant
Richard Cooper DipPFS
Senior Consultant
Julian Kuzminski DipPFS
Senior Consultant
Anne Cawley
Director
What our clients say
Dominic advises my firm on its Pension scheme as well as assisting a number of my own clients. I have no hesitation in recommending him as his clear advice and personable approach means I can confidently refer clients to him. I know they will get on with him and benefit from his expert and trustworthy advice.
Caroline Bates, Solicitor Coventry
Managing Partner at Moore and Partners Dominic has had a very positive effect on my Pension and Investment strategy. Good advice, clear explanations and regular updates all delivered in a very personable manner. A pleasure to do business with!!
Allan Moore, Managing Partner, Stratford upon Avon
Member Relationship Consultant at CIFAS - The UK's Fraud Prevention Service I first consulted Dominic in 2006 for personal pension advice and then asked him to carry out a wider review of our financial affairs. His advice has been consistently good and he is proactive in recommending changes in products and strategy in accordance with our risk appetite. I have no hesitation in recommending him to others.
Kath Tatton, Chester
Where to find us

Regent House, 430-432 Kenilworth Road, Balsall Common, West Midlands, CV7 7DN

Contact us
About us

Jamieson Christie offers independent and impartial advice to both individuals and companies. We ensure you get the right advice by providing specialist knowledge in our own right (Pensions, Investments, Savings, Mortgages and Protection) and by referral to trusted partners in selected professions.
We offer an unbiased second opinion on recommendations already offered by others or existing plans, we can work on a one-off project basis or via an ongoing relationship with agreed reviews and regular re-evaluations.

Our services

We have chosen to be a directly authorised advisory firm concentrating in the areas of providing relevant financial guidance to high net worth individuals, companies, charities and trustees.
We believe that it is impossible to offer truly independent advice unless you have no network, parent company or external shareholders to answer to.
Instead, we are seeking to forge long term mutually beneficial relationships where our success will be dictated by continuing to meet the needs of our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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