James Jamieson

James Jamieson

Senior Financial Planning Director
Edinburgh office

About me

As a senior financial planning director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I have a particular focus on pre and post retirement planning strategies and inheritance tax planning options. To ensure the best possible outcome for my clients I work closely with investment managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.   

Background/Experience

With over a 30 years of experience in financial services I have formed close relationships with all my clients. Before joining Investec in 2008, I provided financial planning advice at Greig Middleton, Gerrard Investment Management and Barclays Wealth which has helped me built my knowledge and expertise in delivering robust financial plans.

Financial qualifications:

  • Chartered Financial Planner through the CII 
  • Advanced Diploma in Financial Planning

 

My Interests

I am married with daughters and enjoy spending time with my family. I like to go hill walking, attend music events and visit new locations on holiday.

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Bumping into clients in some of the most scenic locations in the UK.

Waves crashing against rocks
James Jamieson

Investec is a client focused business which allows me to provide a personal service which best helps my clients reach their goals and objectives. While having a can do style, Investec will never compromise on integrity, we offer high service standards and will go the extra mile. I take great satisfaction in helping my clients achieve financial independence, giving them the time to focus on what is most important to them.