Dominic O'Brien - Jamieson Christie Wealth Management Limited


326 Kenilworth Road, Nr Coventry, CV7

(by 0 users)   

No meeting requests to date

Blogs (0) / Articles (0) / 537 profile views

Add to advisers  Tell-a-friend

Type of Adviser: Independent (What's this?)
Top 5 specialisms: Pensions, SIPP, Investment Management, Inheritance Tax, Equity Release
Qualifications: Advanced Financial Planning Certificate, Certificate in Lifetime Mortgages (IFS)
Years as a regulated adviser: 52
Remuneration method: Either
FSA Registration Number: 422773 (Check this)

Jamieson Christie was established to assist both individual and corporate clients reach their financial goals. Both in our own right and with the assistance of trusted partner firms we help you understand where you are, what your options include and develop a working plan for you to follow designed to reach your goals and objectives. We can work on a one off transactional basis, provide simply an unbiased second opinion or enter into an ongoing relationship where we have agreed review dates. All of this leaves you free to spend your time doing the things you most enjoy. We would ask you to remember three things, 1) by being directly authorised Jamieson Christie can offer you advice from the complete market, no panels or preferred companies, 2) by investing heavilt in technology we can managed your assets without the need to use 'wrappers' or 'wrap platforms' which will generally cost you more and 3) you will only pay for the services you receive - no cross subsidy.

Entering the financial services industry in 1985 Dominic has over 20 years of experience, specialising in complex pensions, investment and tax planning advice. This knowledge is backed up by the advanced level qualifications held in areas such as Pension Retirement Options and Taxation and Trusts.

For many years he ran Continuous Professional Development workshops and presentations in the above financial planning areas for Independent Financial Advisors stretching across the East and West Midlands. In 2006 the Solihull Times (part of the MRN news group) & Solihull Chamber of Commerce commissioned Dominic to write a series of articles related to the world of Investments. These fortnightly columns are designed to develop a greater knowledge of investment risk and expectation, helping individuals reach their financial goals.

Due to the success of these Investment articles a similar feature was adopted at the start of 2007 in the Birmingham News, widening the audience.


0 comments made


SSL

∗ Disclaimer: While we endeavour to ensure that the information on this Website is correct, we do not warrant the accuracy and completeness of the material on this Website. The information provided by this Website does not constitute financial, investment or tax advice and is intended to provide only general information. You are advised to discuss your specific requirements with a financial advisor authorised to carry out regulated activities prior to entering into any binding contracts. We will not be responsible for any errors or omissions on this Website and we disclaim any liability and responsibility arising from any reliance placed on information obtained from this Website including, but not limited to, material submitted by Consumers or available on our Website via hyperlinks.