Jamieson Christie Wealth Management
Jamieson Christie Wealth Management is a company based in Coventry, England. They specialize in economic consulting and offer services in the fields of economics and law.
Introduction to Jamieson Christie Wealth Management
Jamieson Christie Wealth Management is an economic consulting firm based in Coventry, England. Established in 2008, the company has a rich history of providing top-notch economic and legal solutions to their clients. What makes this company stand out is their unique approach to wealth management, which is tailored to meet the specific needs of each individual client.Services & products
The company offers a wide range of services, including investment management, financial planning, estate planning, and tax planning. They also offer legal services such as will writing and power of attorney. Customers can buy various investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).Location
Jamieson Christie Wealth Management is located in Balsall Common, a charming village in the metropolitan borough of Solihull, West Midlands, England. The area is known for its picturesque countryside, vibrant community, and excellent shopping and dining options. The nearest public transportation options are Balsall Common train station (0.6 miles), Berkswell train station (2.2 miles), and Tile Hill train station (3.8 miles).Benefits
Customers should choose Jamieson Christie Wealth Management because of their dedication to providing exceptional service and customized solutions. The company's team of experienced professionals is committed to helping clients achieve their financial goals and build a secure future. They also provide a comprehensive, holistic approach to wealth management, taking into account each client's unique circumstances and needs.Good to know
Customers should be aware that Jamieson Christie Wealth Management is a fee-based firm, meaning they charge a fee for their services rather than earning commissions from the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients.Reviews
Customers have praised Jamieson Christie Wealth Management for their excellent customer service, personalized approach, and attention to detail. Many have noted that the company's team of professionals is knowledgeable, trustworthy, and always willing to go the extra mile for their clients.Amenities
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computer -
internet access
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conference room
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printer
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copier
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scanner
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private office
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parking
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meeting room
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coffee machine
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reception area
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projector
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whiteboard
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business phone line
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shredder
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security system
FAQ
What specific areas of economic consulting does your company specialize in?
We specialize in economic consulting in the areas of wealth management and investments. We offer personalized financial advice to individuals, families, and businesses on how to maximize their financial potential.Can you provide examples of successful projects your company has completed in the past?
Yes, we have successfully helped many clients with investment planning, retirement planning, tax optimization, and estate planning. Our clients have seen significant improvements in their financial situation and have expressed satisfaction with our services.What is your company's approach to problem-solving in economic consulting?
Our approach to problem-solving in economic consulting is to first understand the specific needs and goals of our clients. We then conduct extensive research and analysis to come up with customized solutions that meet their unique requirements. We believe in a collaborative approach that involves constant communication with our clients to ensure their satisfaction.How does your company ensure confidentiality and data security when working with clients?
We take confidentiality and data security very seriously. We have strict protocols in place to ensure that all client information is kept confidential and secure. Our team is trained on data protection and we use industry-standard encryption methods to safeguard client data.What is the estimated timeframe and cost for engaging your company's economic consulting services?
The timeframe and cost for engaging our economic consulting services depends on the specific needs and requirements of each client. We offer customized solutions and pricing based on the complexity and scope of the project. We work with our clients to agree on a timeline and budget that meets their needs and expectations.Reviews
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Jane Garner
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 UPDATE 2023. Above Review given in 2021 At the time of writing I obviously thought I had safe investments. I was very very wrong. I was very clear I was not a risk taker. Understanding pensions for many of us is complex and stressful, so we have to be in a situation where we can trust. I was advised to close two pensions and open a new one, it definitely was not the best option for me. I would advise anyone considering this to look at the long term losses, transfer charges,% advice charges. Additional charges, Is it worth it? You will have to calculate yourself, specifically considering my age and being so near to retirement. Get a 5 year calculation of the costs. Get a second opinion. Make sure you aware of what you are giving up, go back to your provider and ask them for support before you do anything, because it may well be, they can offer a much fairer and financially viable solution. I would have been thousands of pounds better off if it had just taken my existing pensions at the time. ( this is not taking into consideration the many more thousands of pounds I am down due to the current market- when I thought my money was safe- which means taking my pension- when I need it now is not an option) The biggest part of knowledge I take from this is:- make sure you get a written quote up front- I have asked how the charges for time are calculated, several times, but I’ve yet to obtain an answer- there is zero transparency or published information, there was a large fluctuation on my verbal quote in comparison to my bill. If like me you have a few small pensions and little understanding of the retirement/tax rules, documents and booklets, when making any changes you will STILL get lots of new documents/booklets/graphs/ charts and jargon-and more you may not understand. Before you agree I would definitely make sure you ask someone that understands to help you go over the new paperwork. You have to read many many pages and lots of small print. There is a verbal concentration on explaining the positives, not the downfalls, make sure your aware initial charges are repeated costs if you add funds. It might not be explained to you. It’s not been a good experience for me and if I could go back to early 2021 I would. All of the transactions were definitely not in my best interest. I had an existing ISA, but was told they could do better. Absolutely zero gain in the first and second year, just deficiencies. I’m having to seek professionals to support and advise me of a resolve Being asked to sign documents at meetings- when there are time restraints - when those documents are complex, perhaps take them home and get a second opinion.
26-04-2023
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Andy Churchill
Great team that manage my finances well.
26-03-2023
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david harper
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.
26-06-2022
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Fred Smart
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.
26-06-2022
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Lynn Dillon
26-05-2022
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Peter Scott
Extremely helpful, straightforward, responsive, productive. Very happy indeed.
26-05-2022
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Eve Jones
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Robert Whale
Positive: Professionalism, Responsiveness, Value
26-05-2021
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Louisa James
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!
26-05-2021
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Jackie Breen
I have nothing but praise for this company generally, and for Andrew Frith particularly. He always gives me a good deal of his time and takes care to explain things clearly and patiently. Any follow-up care has been done quickly and professionally, and I have complete trust that my finances are being looked after in the best way possible.
26-05-2021
