Jamie graduated from Southampton University with an honour’s degree in Business and Economics in 1998 and worked in Investment Banking within the London market before relocating back to Newcastle a few years later.
Jamie is on the board of Directors at Perspective and alongside this role he continues to specialise in advising High Net Worth Private Clients on all aspects of holistic financial planning and wealth management and has accumulated over 25 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.
Check out Jamie’s VouchedFor profile here.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
