Jamie Waters work email
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Jamie Waters personal email
I have worked in the financial services industry for over 34 years and pride myself on offering an open and honest, face to face financial planning and wealth management service.One of my key objectives is to build long term relationships with my clients. By taking a genuine interest in their current circumstances, and working with my clients as their needs evolve, I can help them successfully plan to achieve their financial goals for the future.My advice covers all areas of wealth management for both private individuals and business clients and includes, retirement planning, wealth protection, savings and investment planning. More details are available on my website at www.watersdaywm.co.ukOver the years, many of my clients have found that my services have also been beneficial to their friends and family and I would invite you to connect with me or pass on my details should you feel my services may be beneficial.Waters Day Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 12/04/2024
Rushmere Financial Planning Ltd
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Principal And Libf Chartered AssociateRushmere Financial Planning LtdLeighton Buzzard, Gb
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Director And Chartered Financial AdviserWaters Day Wealth Management, Senior Partner Practice At St. James'S Place Dec 2019 - PresentI am a Principal at a Senior Partner Practice of St. James's Place Wealth Management and provide a Wealth Management service to Private Clients, Business Owners, and Trustees on many different aspects of financial planning and pride myself on building honest and open, long term relationships with my clients.St. James's Place Wealth Management is a FTSE 100 company, recently awarded "Wealth Management company of the Year" at the 2022 City of London Wealth Management Awards. The company's success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.Waters Day Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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Waddesdon Wealth Management Ltd, Senior Partner Practice At St.James'S Place Wealth ManagementWaddesdon Wealth Management Ltd Sep 2019 - Dec 2019I am a Principal at a Senior Partner Practice of St. James's Place Wealth Management and provide a Wealth Management service to Private Clients, Business Owners, and Trustees on many different aspects of financial planning and pride myself on building honest and open, long term relationships with my clients.St. James's Place Wealth Management is a FTSE 100 company, recently awarded "Wealth Management company of the Year" at the 2019 City of London Wealth Management Awards. The company's success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.
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Rushmere Wealth Management Ltd, Associate Partner Practice At St.James’S Place Wealth ManagementSt. James’S Place Wealth Management Jan 2017 - Aug 2019Leighton Buzzard, BedfordshireI am the Principal of a Leighton Buzzard based Associate Partner Practice of St. James's Place Wealth Management and provide a Wealth Management service to Private Clients, Business Owners, and Trustees on many different aspects of financial planning and pride myself on building honest and open, long term relationships with my clients.St. James's Place Wealth Management is a FTSE 100 company, recently awarded "Best Wealth Manager" at the 2017 Shares Awards. The company's success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management. -
Area ManagerNationwide Building Society Oct 2013 - Dec 2016Home CountiesLeading and Inspiring a team of level 4 qualified Financial Planning Managers to identify customer needs and provide solutions. Managing advice on investments, estate planning, retirement planning and protection to deliver on corporate objectives within a regulatory environment. -
Financial Planing ManagerNationwide Building Society Feb 2011 - Sep 2013Bedfordshire And BucksProviding high quality financial advice to members of Nationwide Building Society
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Financial AdvisorHalifax Sep 2009 - Feb 2011Luton, BedfordshireProviding financial advice on protection planning and tax efficient investments to the customers of Halifax Group -
Stockbroker And Financial AdviserEdward Jones Mar 2009 - Aug 2009Canary WharfProviding Stockbroking and Holistic financial advice to a range of select group of net worth clients. -
Self Employed IfaSelf Employed Independent Financial Adviser Aug 2004 - Mar 2009Hitchin
Jamie Waters Skills
Jamie Waters Education Details
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London Foundation For Banking And FinanceChartered Alfbf -
Ifs School Of Finance
Frequently Asked Questions about Jamie Waters
What company does Jamie Waters work for?
Jamie Waters works for Rushmere Financial Planning Ltd
What is Jamie Waters's role at the current company?
Jamie Waters's current role is Principal and LIBF Chartered Associate.
What is Jamie Waters's email address?
Jamie Waters's email address is ja****@****e.co.uk
What schools did Jamie Waters attend?
Jamie Waters attended London Foundation For Banking And Finance, Ifs School Of Finance.
What are some of Jamie Waters's interests?
Jamie Waters has interest in Track Days.
What skills is Jamie Waters known for?
Jamie Waters has skills like Relationship Management, Banking, Mortgage Lending, Retail Banking, Financial Services, Sales Management, Credit, Sales, Loans, Management, Team Management, Risk Management.
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Jamie Waters
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