Working For You

Jamie Wheeler

Financial Consultant

Jamie specialises in pension, investment and tax planning advice to both his private clients and corporate clients.

Jamie ensures that long-term professional relationships are built with his clients and is committed to excellent client service. He takes care in understanding his clients’ goals and helps create a plan in order to achieve them.

Jamie spends most of his spare time with his wife and three young children.

I ended up with an outcome that I am absolutely delighted with, a service I am impressed with, and knowledge of pensions that I have never had. Would never have been achieved without Jamie.

Mr G Hodge