“It’s a privilege to work with exceptional people at defining moments in their lives. The ambition, energy and dedication of entrepreneurs in particular is unmatched. I enjoy helping clients make the most of their success, so they can enjoy the rewards of their hard work and focus on what matters most to them.”
- Locations
- London, City
- Phone number
- 07731 806 653
Jamie is a Wealth Manager at RBC Brewin Dolphin, advising high net worth families on bespoke financial planning and investment strategies. He has particular expertise working with business owners and entrepreneurs – helping them prepare for and navigate key moments such as an exit or liquidity event. Jamie ensures clients have clarity and confidence as they plan for life beyond a transaction.
Before joining RBC Brewin Dolphin, Jamie was a Director in the Entrepreneurs team at Coutts. Over a decade at the private bank, he delivered holistic financial advice encompassing cash management, credit, investments, and wealth structuring. Jamie led the bank’s Business Exit Programme for two years – supporting over 100 founders with the complexities of selling their business – and was the Private Client lead for the Interactive Entertainment sector.
Jamie holds the Certificate in Private Client Investment Advice and Management (PCIAM), Investment Advice Diploma (IAD), and Certificate in Mortgage Advice (CeMAP).
Outside of work Jamie is a keen runner, cyclist and swimmer. He is interested in wine and currently taking the WSET qualifications.