Jamieson Christie Wealth Management

Jamieson Christie Wealth Management is an independent Chartered financial planning firm that provides financial advice to individuals, businesses, and charities. They focus on helping clients manage and preserve their wealth.
  • Equity release
  • Retirement planning
  • Investment management
  • Long term care planning
  • Trust and trustee advice
  • Power of attorney advice
  • Estate and legacy planning
  • Pensions (SIPPs, personal pensions, defined benefit)

Size
Small
Phone
N/A
Email
N/A
Locations
Regent House, 430-432 Kenilworth Rd, CV7 7DN
01676532210
9:00 - 17:30
Digital Popularity
Social Media
Competitors
BBT Group
BBT Group Ltd is a national firm of Independent Financial Planners, established in 1998, dedicated to providing bespoke financial planning services.
Edwards Wealth Ltd
Edwards Wealth Ltd is a Principal Partner Practice of St.
Company Details
Jamieson Christie Wealth Management is operated by Jamieson Christie Wealth Management Limited and is a Active company incorporated on 23 April 2004 with the registered office located in Coventry, West Midlands. Jamieson Christie Wealth Management Limited was registered 21 years ago.

Status
Active
Size
Small
Directors
3
Age
21 years old
Employees
22
Turnover
Unreported
Total Assets
£704.95K
Cash in Bank
£254.15K
Total Liabilities
-£188.98K

Director • Financial Adviser • British • Lives in UK • Born in Nov 1964
Director • Secretary • PSC • Financial Advisers • British • Lives in England • Born in Oct 1967
Mr Dominic Peter James O'Brien
PSC • British • Lives in UK • Born in Nov 1964
Teams
All
1
Business Development Manager • Joined Aug 2024