Jamieson Christie Wealth Management Limited

Independent financial adviser  Regent House, Balsall Common, CV7 7DN
First meeting at adviser's own cost
Chartered Financial Planners and advisers to individuals, companies, trustees and charities offering peace of mind, high quality guidance
We can advise you on
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Dominic O'Brien Dip PFS
Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Where to find us
Head office address: Regent House, 326 Kenilworth Road, Balsall Common, Balsall Common, CV7 7DN
Preferred clients
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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