Jamieson Christie Wealth Management
430-432 Kenilworth Road, Balsall Common, West Midlands CV7 7DN, United Kingdom
About the Business
Jamieson Christie Wealth Management is a well-established financial institution that has been providing expert consultation and financial planning services for more than a decade. Located at Regent House, 430-432 Kenilworth Rd, Balsall Common, Coventry CV7 7DN, United Kingdom, this institution caters to clients from all walks of life, including individuals, families, and businesses.
As a wealth management firm, Jamieson Christie offers an extensive range of services designed to help its clients confidently manage their finances and investments. These services include investment planning, retirement planning, estate planning, risk management, tax planning, and more. The team at Jamieson Christie is made up of seasoned financial experts who take a personalized approach to helping clients achieve their long-term financial goals.
The firm is committed to providing unparalleled client experiences through a combination of attentive service, detailed research, and actionable advice. The team at Jamieson Christie works collaboratively with clients to create customized financial strategies that align with their unique financial objectives and individual preferences. As a result, clients can rest assured that their financial plans are tailored specifically for their needs.
Furthermore, Jamieson Christie is known for its integrity, professionalism, and transparency. The institution values communication, honesty, and trust, and this is reflected in its approach to client relationships. The team at Jamieson Christie is dedicated to building strong and long-lasting relationships with clients, and this is evident in the many positive reviews and testimonials that the firm has received over the years.
Overall, Jamieson Christie Wealth Management is an exceptional financial institution that is dedicated to helping clients achieve their long-term financial goals. Whether you are an individual, family, or business owner, this establishment is sure to provide you with the expert guidance and practical advice you need to make informed financial decisions. So why wait? Contact Jamieson Christie Wealth Management today and start your journey towards financial security and success.
Photos
Contacts
Regent House, 430-432 Kenilworth Rd, Balsall Common, Coventry CV7 7DN, United Kingdom
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Being very inexperienced in financial matters I was apprehensive about dealing with the transfer of my works pension to a private pension. I needn't have worried. Dominic at Jamieson Christie guided me through the process step by step, explaining everything in terms I could understand, and at no time made me feel awkward about asking questions. Oh so many questions! Since the transfer I have had regular contact with Dominic and other members of the Jamieson Christie team, and can honestly say they are accommodating and professional. I would recommend them to anyone looking for financial advice. David Harper."
"I’d done quite a bit of research using the FSA & GOV.UK advice tools when looking for a financial advisor to work with, I decided to make an initial inquiry with Jamieson Christie and was then contacted by Dominic who arranged a telephone call with me to explain in more detail how the process would work. After our first meeting there was lots of information to take away and digest before arranging a formal review which would go into a lot more detail about my financial situation and hopes and aspirations for the future (as you would expect in financial planning) Dominic took time at each stage to check my understanding and ensure that the advice he gave me was based on my personal circumstances & was relevant to my needs & aspirations. I never felt any pressure at any stage, the process was clear and logical, and I was happy to proceed with the recommendations. The whole team at Jamieson Christie were warm and friendly during my 4 visits to their offices and I’d be happy to recommend them to anyone looking for investment / financial planning advice."
"I engaged Jamieson Christie as my Financial Advisor just over 3 years ago as I was looking to retire early and needed a company that I could rely on and trust. Since then, Dominic and the rest of the team have provided outstanding support and service and I am delighted I became a client. I have been extremely happy with all of my dealings with them and I look forward to many more years of support."
"I engaged Jamieson Christie as my Financial Advisor over 15 years ago and throughout that time I have maintained the highest level of confidence in their advice, guidance and management. The information that they provide is first rate and highly professional. Moreover, it is relatively easy to follow (no mean feat given the complexity of some issues) They certainly are responsive, but for me a more important attribute is that they are proactive. Getting ahead of the curve is key to positive financial performance, and I rely upon them to provide insight and early advice on critical issues that require action. Good financial advice is not cheap, but in the final analysis it is good value."
"Andrew, Jack and all the team at Jamieson Christie have provided outstanding service and support throughout the many years we have been a client. They regularly check in without being too much and are skilled and knowledgeable across the whole market. They will happily go away and research options and their whole approach is tremendously reassuring. We have been supported through ups and downs in our circumstances and always treated respectfully and with sensitive care. We would highly recommend Andrew, Dominic and the whole team."
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