“It’s a privilege to work with exceptional people at defining moments in their lives. I help clients maximise their success so they can enjoy the rewards of their achievements and spend time on what matters most to them.”
- Locations
- London, City
- Phone number
- 07731 806 653
Jamie is a Wealth Manager at RBC Brewin Dolphin, providing personalised financial planning and investment advice to high net worth families. He has particular expertise in advising business owners and entrepreneurs, guiding them through the approach to a company sale or liquidity event, and supporting them in the transition that follows. Jamie uses his experience to ensure clients have clarity and confidence at every stage of their financial journey.
Prior to joining RBC Brewin Dolphin, Jamie was a Director in the Entrepreneurs team at Coutts. Over 10 years at the private bank, he delivered holistic financial advice to his clients encompassing cash management, credit, investments and wealth structuring. He ran the bank’s Business Exit Programme – supporting over 100 founders through the exit process – and led the Interactive Entertainment sector for private clients.
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. A wine enthusiast, he is currently taking the WSET qualifications.