Senior Financial Planner

Jamie had an 18-year career at a large aerospace company. This included working across business divisions to plan resource levels and manage a project controls function. He decided to change career and pursue his passion to help people with their finances.

Early 2021, he set up and ran his own mortgage broker business and in 2022 achieved the CII Diploma in Financial Planning, enabling him to become a financial adviser. He is also qualified to provide Equity Release advice as well as help people protect their loved ones via his knowledge of life insurance, income protection and critical illness cover. He is particularly attracted to Pembroke’s emphasis on ethical investing. Jamie enjoys providing an excellent service by listening to a client’s aims, goals and concerns and then help develop a plan to address these.

Outside of work, Jamie loves spending time with his wife and three daughters. Jamie loves exploring the Sussex countryside with friends, whether walking or on a stand-up paddle board (when he is not falling in!). He also enjoys keeping fit and has run both the London and the Brighton marathons.