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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.

Turning his attention to private client wealth management at that time within the pre merged business that is now Perspective Financial Group Ltd. Jamie specialises in advising High Net Worth Private Clients on all aspects of holistic financial planning and wealth management and has accumulated over 20 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.

Jamie assists with some of the training and development within the Perspective Training Academy helping to pass on to the next generations of advisers his knowledge and experience of how to deal with this sector.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark FPFS

Director, Chartered Financial Planner

Sarah Chandler FPFS

Chartered Financial Planner

Joshua Clark DipPFS

Financial Planner

Simon Coward

Financial Planner

Tim Dawson DipPFS

Financial Planner

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Richard Hardy DipPFS

Financial Planner

Andrew Heap DipPFS

Financial Planner

Julie Hunter DipPFS

Financial Planner

Barry Hunt APFS

Chartered Financial Planner

John Illingworth DipPFS

Financial Planner

Brian Jacques DipPFS

Financial Planner

Brian Johnson DipPFS

Financial Planner

Rob Kinniburgh DipPFS

Financial Planner

Ray Prince CFP

Certified Financial Planner

Cecilia Reilly APFS

Chartered Financial Planner

John Sutcliffe DipFA

Financial Planner

Graeme Urwin DipPFS

Financial Planner

Claire Wilson DipPFS

Financial Planner

Charles Penn

Group Head of Marketing & Business Development

Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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