Jamie Weller Financial Services
I provide face to face advice over a wide range of financial planning services for individuals, families and businesses advising in areas such as:
- Retirement planning and Annuities
- Investments
- Inheritance tax planning
- Protection
- Long term care funding
My emphasis is on maintaining a long-term relationship with my clients building a relationship based on trust and understanding of their personal finances. This ensures that I am able to provide advice that is needed, when it is needed.
I have clients spread all over South East England and offer no obligation initial consultations to clients in this area.
I am proud to say that I am also a full member of the Society of Later Life Advisers (SOLLA).
My website www.jamieweller.co.uk provides much more information about the services I can provide along with existing client testimonials.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Jamie Weller Financial Services Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
SJP Approved
