After completing an honours degree in Business Economics at Southampton University Jamie initially worked within the Lloyds Banking group before moving back to the North East and joining the firm in 1999.
Jamie has used his knowledge attained in Economics to develop his expertise in Investment Planning and Wealth Management for both individual and trustees and over the last 4 years applied these principles within ‘Offshore’ based contracts to assist Private clients, Trustees and Corporate clients in their tax planning.
Jamie also specialises in Long Term Care planning which is a complicated area fraught with both difficulty and ever changing legislation.