Jamie Bubb-Sacklyn Email and Phone Number
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Managing your finances should be a thought process, not a headache. Because really, it’s quite simple. All you have to do is identify where you want to go in life...and plan accordingly.If, like me, you desire a quiet retirement in the country with your family, fantastic. If you’d rather a year-long sabbatical travelling the world, great. Freedom comes in many forms and the last thing I’d do is judge you for your preference. I just want you to have a vision. Then I'll help you grow the resources to achieve it.As a Chartered Financial Planner, I provide holistic advice to expatriates and repatriates from all over the world to ensure that they have a plan in place and that they're on the right track to achieve that plan.I am qualified to help clients with the following areas;▶ Trusts, succession and Inheritance tax planning (specialising in Brits)▶ Investment advice and wealth management▶ Retirement planning▶ Pension planning▶ Education planning for children▶ Life and medical insurances▶ Financial goal setting & budgetingPlans change so it's important to keep track of them regularly and while my clients now live in over 40 countries, our relationship remains in place and I continue to advise them, wherever they might be in the world.I genuinely care about my clients which is why I was proud to be nominated for Emerging Talent of the Year at the International Investment Awards 2020 and 2021. I'm a member of the Chartered Insurance Institute and Personal Finance Society in the UK and believe strongly in their code of ethics.So, let's talk about your financial plan.You can contact me on +60147346689 or jamiebubb@melbournecapitalgroup.comCORPORATES:In addition to this, I have a number of large corporate clients that I assist with:▶ Group medical insurance▶ Group life insurance▶ Establishing and running of group pension schemesOutside of work you'll find me playing football, running in the jungle or exploring somewhere new.
Melbourne Capital Group
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Chartered Financial PlannerMelbourne Capital Group Aug 2022 - PresentSouth East AsiaChartered Financial Planner providing holistic advice to expatriates and repatriates from all over the world (although specialising in Brits) on the following areas:Protection: International Medical Insurance - Life Assurance - Critical Illness Cover - Income ProtectionWealth creation: Holistic Financial Planning - Education Planning - Retirement Planning - Pensions - Pension TransfersWealth preservation: Tax and Estate Planning - Trusts - Inheritance Tax Planning - Lump sum InvestmentsExisting Policies - Advice to expatriates with existing policies in place where you are either lost contact with your current offshore advisor or you are not receiving the service you were promised.Additional Services: International Mortgages - Offshore Bank Accounts - Currency Transfers - Investment Properties - Group Schemes - Will WritingIf you have any queries, please feel free to contact me. -
Writer In The Expat MagazineTeg Media Nov 2020 - PresentRegular writer of articles on personal finance in the Expat Magazine -
Chartered Financial PlannerInfinity Financial Solutions Apr 2018 - Jun 2022Chartered Financial Planner providing holistic advice to expatriates and repatriates from all over the world (although specialising in Brits) on the following areas:Protection: International Medical Insurance - Life Assurance - Critical Illness Cover - Income ProtectionWealth creation: Holistic Financial Planning - Education Planning - Retirement Planning - Pensions - Pension TransfersWealth preservation: Tax and Estate Planning - Trusts - Inheritance Tax Planning - Lump sum InvestmentsExisting Policies - Advice to expatriates with existing policies in place where you are either lost contact with your current offshore advisor or you are not receiving the service you were promised.Additional Services: International Mortgages - Offshore Bank Accounts - Currency Transfers - Investment Properties - Group Schemes - Will WritingIf you have any queries, please feel free to contact me. -
Trainee Financial PlannerBrewin Dolphin Mar 2015 - Mar 2018I spent 3 years as part of a team building and maintaining longstanding relationships with clients which involved providing them with advice on investments, pensions, estate planning and insurance products. The ability to explain complex solutions in an simple manner was crucial to success.On top of this, I obtained the Advanced Diploma in Financial Planning (APFS), passing 12 exams in just 2 years.
Jamie Bubb-Sacklyn Skills
Jamie Bubb-Sacklyn Education Details
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Mathematics
Frequently Asked Questions about Jamie Bubb-Sacklyn
What company does Jamie Bubb-Sacklyn work for?
Jamie Bubb-Sacklyn works for Melbourne Capital Group
What is Jamie Bubb-Sacklyn's role at the current company?
Jamie Bubb-Sacklyn's current role is Maximising & protecting wealth of expatriates to achieve their goals | Chartered Financial Planner | Trust & Estate Planning Specialist | Investment & Pension Planning | Corporate Benefits | Malaysia, Asia & Further.
What is Jamie Bubb-Sacklyn's email address?
Jamie Bubb-Sacklyn's email address is ja****@****ons.com
What is Jamie Bubb-Sacklyn's direct phone number?
Jamie Bubb-Sacklyn's direct phone number is +4477477*****
What schools did Jamie Bubb-Sacklyn attend?
Jamie Bubb-Sacklyn attended Cardiff University / Prifysgol Caerdydd.
What are some of Jamie Bubb-Sacklyn's interests?
Jamie Bubb-Sacklyn has interest in Education.
What skills is Jamie Bubb-Sacklyn known for?
Jamie Bubb-Sacklyn has skills like Leadership, Communication, Analytical Reasoning, Data Analysis, Team Organisation, Interpersonal Skills, Problem Solving, Adaptability, Accounting, Teamwork, Management, Financial Planning.
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