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Reviews (14)
David Harper
Jun 08, 2022
Being very inexperienced in financial matters I was apprehensive about dealing with the transfer of my works pension to a private pension. I needn't have worried. Dominic at Jamieson Christie guided me through the process step by step, explaining everything in terms I could understand, and at no time made me feel awkward about asking questions. Oh so many questions!
Since the transfer I have had regular contact with Dominic and other members of the Jamieson Christie team, and can honestly say they are accommodating and professional. I would recommend them to anyone looking for financial advice. David Harper.
Since the transfer I have had regular contact with Dominic and other members of the Jamieson Christie team, and can honestly say they are accommodating and professional. I would recommend them to anyone looking for financial advice. David Harper.
Fred Smart
May 31, 2022
I'd done quite a bit of research using the FSA & GOV.UK advice tools when looking for a financial advisor to work with, I decided to make an initial inquiry with Jamieson Christie and was then contacted by Dominic who arranged a telephone call with me to explain in more detail how the process would work. After our first meeting there was lots of information to take away and digest before arranging a formal review which would go into a lot more detail about my financial situation and hopes and aspirations for the future (as you would expect in financial planning) Dominic took time at each stage to check my understanding and ensure that the advice he gave me was based on my personal circumstances & was relevant to my needs & aspirations.
I never felt any pressure at any stage, the process was clear and logical, and I was happy to proceed with the recommendations. The whole team at Jamieson Christie were warm and friendly during my 4 visits to their offices and I'd be happy to recommend them to anyone looking for investment / financial planning advice.
I never felt any pressure at any stage, the process was clear and logical, and I was happy to proceed with the recommendations. The whole team at Jamieson Christie were warm and friendly during my 4 visits to their offices and I'd be happy to recommend them to anyone looking for investment / financial planning advice.
Jane Garner
Nov 23, 2021
Professional & friendly - Andrew gave me options - explained at my level of understanding- I'm an NHS. Professional and having limited knowledge of pensions and safe investments it really helped getting specialist support. Louise is very helpful and always ready to support and explain Definitely recommend
Peter Scott
Aug 23, 2021
Eve Jones
Jun 06, 2021
Vanessa Canzini
Apr 29, 2021
For many years, myself and my husband have been looked after by Jamieson Christie and we could not feel more strongly about their excellence. Julian has personally looked after my entire family for the past thirty years, so I knew we couldn't be in safer hands when we moved to them 10 years ago. Their management of all our financial affairs has been exceptional and I recommend this firm wholeheartedly.
John Davies
Apr 18, 2021
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. The information that they provide is first rate and highly professional. Moreover, it is relatively easy to follow (no mean feat given the complexity of some issues) They certainly are responsive, but for me a more important attribute is that they are proactive. Getting ahead of the curve is key to positive financial performance, and I rely upon them to provide insight and early advice on critical issues that require action. Good financial advice is not cheap, but in the final analysis it is good value.
Nilofer Sheikh-Thompkins
Apr 10, 2021
Andrew, Jack and all the team at Jamieson Christie have provided outstanding service and support throughout the many years we have been a client. They regularly check in without being too much and are skilled and knowledgeable across the whole market. They will happily go away and research options and their whole approach is tremendously reassuring.
We have been supported through ups and downs in our circumstances and always treated respectfully and with sensitive care. We would highly recommend Andrew, Dominic and the whole team.
We have been supported through ups and downs in our circumstances and always treated respectfully and with sensitive care. We would highly recommend Andrew, Dominic and the whole team.
Christopher Pra
Apr 08, 2021
Making the right choices when retiring is crucial to ensure a comfortable retirement. Luckily Jamieson Christie were recommended by a trusted source. Andrew Frith, our adviser is a consummate professional and has helped us make the most of the options open to us. Not being the most financially astute individuals, Andrew has the ability to explain complex concepts in a clear and patient manner.
His commitment and genuine interest in helping us make the most of our situation came across in every meeting. Financially, we have come through this difficult year in tact and feel very lucky to have chosen Jamieson Christie to manage our finances.
His commitment and genuine interest in helping us make the most of our situation came across in every meeting. Financially, we have come through this difficult year in tact and feel very lucky to have chosen Jamieson Christie to manage our finances.
Paul Gill
Apr 06, 2021
Following my late Father's serious loss of mental capacity, I found myself accountable for his significant portfolio of savings and investments. With a legal duty to act in Dad's best interests and facing the prospect of the eventual estate having a hefty Inheritance Tax liability, a business contact recommended that I approach Dominic. Through Dominic's professional help and advice supported by the always excellent front-office team, my responsibilities were totally worry-free.
I was able to demonstrate best practice management of Dad's finances and ultimately his wider family will greatly benefit from the highly successful mitigation of the potential Inheritance Tax liability. Having seen the value of proactive management, I had no hesitation in asking Dominic to help me with the similar challenges of my Mother's savings and investments. Further, I have also brought our pension arrangements under Jamieson Christie's management. Having taken great care to understand our aspirations for our retirement, Dominic was able to recommend and implement a financial plan that enables us to achieve them.
I was able to demonstrate best practice management of Dad's finances and ultimately his wider family will greatly benefit from the highly successful mitigation of the potential Inheritance Tax liability. Having seen the value of proactive management, I had no hesitation in asking Dominic to help me with the similar challenges of my Mother's savings and investments. Further, I have also brought our pension arrangements under Jamieson Christie's management. Having taken great care to understand our aspirations for our retirement, Dominic was able to recommend and implement a financial plan that enables us to achieve them.
Neil Millington
Mar 28, 2021
I engaged Jamieson Christie as my Financial Advisor just over 3 years ago as I was looking to retire early and needed a company that I could rely on and trust. Since then, Dominic and the rest of the team have provided outstanding support and service and I am delighted I became a client. I have been extremely happy with all of my dealings with them and I look forward to many more years of support.
Jonathan Knibb
Feb 04, 2021
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. It is easy to get advice and recommendations from them and regular updates are provided regarding investment performance. Your investment doesn't just get put into a fund, with no monitoring taking place. Occasionally, you will receive notification that changes to your investment are worth considering, with supporting documentation provided. This demonstrates that the funds are being 'managed', which is what you pay for. We have no hesitation in recommending Jamieson Christie.
Louisa James
Jan 29, 2021
We can't recommend this company highly enough. Andrew has been looking after us for more than a decade. He helped us make a major property purchase with the peace of mind that we could afford it and are covered if our circumstances change. He has also challenged us to think about our long-term future and we feel reassured to know that we are doing as much as we can to prepare for our retirement. Andrew is very generous with his time and attention and we feel incredibly well looked after. Communication from the office is second-to-none, with regular updates on our investments and suggestions of changes to the way they are managed. Thank you to the whole team!
Norman Robinson
Jan 16, 2021
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. Apparently most of their business is by word of mouth and you can see why. My advisor Dominic O'Brien is extremely professional as are all of the staff. They owned my business from the very start and nothing seemed to be to much trouble for them.
Everything is done with you at the centre of it and with a view on what you need, not them as you sometimes find with banks. I could not recommend them enough if you are looking to retire, or to just start to put something aside for your future.
Everything is done with you at the centre of it and with a view on what you need, not them as you sometimes find with banks. I could not recommend them enough if you are looking to retire, or to just start to put something aside for your future.