Jamie joined Menzies Wealth Management in December 2013, following his 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. As a Paraplanner, Jamie’s main duties involve assisting the Financial Planners with research and report writing, product and investment research and due diligence.
Jamie is currently studying towards Chartered status, having achieved the Diploma in Regulated Financial Planning with the long term-goal of becoming a Chartered Financial Planner.