Head of Paraplanning, Jamie joined Menzies Wealth Management in December 2013, following graduation from the University of Essex, where he achieved a BSc (Hons) in Business Management.
Jamie has experience across both corporate and private client wealth management. Having grown his technical knowledge, he moved into a Paraplanning position in 2017, which was followed by an appointment to Head of Paraplanning. Jamie’s main duties involve oversight and support of our paraplanning team, as well as assisting the Financial Planners with research and report writing, product and investment research and due diligence.
Jamie has achieved and been awarded Chartered status.