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Jamie Mallon Fpfs Chartered Financial Planner Email & Phone Number
Chartered Financial Planner at Eight Wealth Management Ltd
at
Eight Wealth Management Ltd
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✓ Verified July 2026
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Current company
Role
Chartered Financial Planner at Eight Wealth Management Ltd
Location
Greater Southampton Area, United Kingdom
Who is Jamie Mallon Fpfs Chartered Financial Planner? Overview
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Jamie Mallon Fpfs Chartered Financial Planner is listed as Chartered Financial Planner at Eight Wealth Management Ltd at Eight Wealth Management Ltd, based in Greater Southampton Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jamie Mallon Fpfs Chartered Financial Planner.
Jamie Mallon Fpfs Chartered Financial Planner previously worked as Chartered Financial Planner at Eight Wealth Management Ltd, Principal Partner Practice Of St. James'S Place Wealth Management and Director of Mallon Wealth Management Ltd, Senior Partner Practice at St. James’S Place Wealth Management. Jamie Mallon Fpfs Chartered Financial Planner holds Bachelor'S Degree, Financial Planning And Services from Cii.
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Eight Wealth Management Ltd
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Profile bio
About Jamie Mallon Fpfs Chartered Financial Planner
I began my career as a Financial Adviser 30 years ago with a High Street Bank, set up my own practice in 2008 as a Senior Partner Practice of St. James’s Place Wealth Management and ten years later, merged my business with Eight Wealth Management.I am passionate about two things; helping clients fulfil the potential of their finances with thoughtful, tax-efficient planning, and the importance of qualification, transparency and accountability within the profession.In accordance with the latter, I have always strived to lead by example - committing to professional development that has kept me amongst the highest qualified advisers in the country. I completed my degree in Financial Planning and Services with the Chartered Insurance Institute in 2012 and continued my studies to be a Fellow and Chartered Financial Planner. To find out further information please visit our website www.eightwealthmanagement.co.ukEight 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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Listed skills include Investments, Wealth Management, Pensions, Strategic Financial Planning, and 11 others.
Current workplace
Jamie Mallon Fpfs Chartered Financial Planner's current company
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Eight Wealth Management Ltd
Website
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5 roles
Jamie Mallon Fpfs Chartered Financial Planner work experience
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Chartered Financial Planner At Eight Wealth Management Ltd
Chartered Financial Planner
I have recently merged my business with Eight Wealth Management, a Principal Partner Practice of St. James's Place Wealth Management where we have over £1.2 billion of funds under management. I was awarded Fellowship of the Chartered Insurance Institute in December 2014. Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. By achieving this I have demonstrated a high level of commitment, but the Fellowship shows that I have taken this commitment one step further. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation. It confirms my commitment and ability and it adds real weight to my curriculum vitae. It is tangible, objective evidence of ambition and success. I have worked in financial services since 1992 and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including retirement planning, investment planning and wealth protection. More details are available on my website at www.eightwealthmanagement.co.uk.As Director of Eight Wealth Management Ltd, a Principal Partner Practice of St. James's Place Wealth Management based in Romsey, Hampshire my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Sep 2018 - Jul 2023
Director Of Mallon Wealth Management Ltd, Senior Partner Practice
I have been working within the financial services industry since 1992 and I specialise in meeting the financial needs of my clients while offering a high degree of personal service. I was invited to join St. James's Place in 2008 and I am supported by a dedicated and experienced back office team. Specialties: Investment Planning, Retirement Planning, Trust & Estate Planning.St. James's Place Wealth Management is a FTSE 100 company recently awarded "Wealth Management Company of the Year" at the 2018 City of London Wealth Management Awards. The company's success has grown through it's ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with it's clients. The St. James's Place proposition is further enhanced by it's distinctive approach to investment management.
Nov 2008 - Aug 2018
Senior Wealth Planning Manager
Jan 1994 - Aug 2008
2 education records
Jamie Mallon Fpfs Chartered Financial Planner education
Bachelor'S Degree, Financial Planning And Services
Cii
Education record
Hill College, Southampton
FAQ
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What company does Jamie Mallon Fpfs Chartered Financial Planner work for?
Jamie Mallon Fpfs Chartered Financial Planner works for Eight Wealth Management Ltd.
What is Jamie Mallon Fpfs Chartered Financial Planner's role at Eight Wealth Management Ltd?
Jamie Mallon Fpfs Chartered Financial Planner is listed as Chartered Financial Planner at Eight Wealth Management Ltd at Eight Wealth Management Ltd.
Where is Jamie Mallon Fpfs Chartered Financial Planner based?
Jamie Mallon Fpfs Chartered Financial Planner is based in Greater Southampton Area, United Kingdom while working with Eight Wealth Management Ltd.
What companies has Jamie Mallon Fpfs Chartered Financial Planner worked for?
Jamie Mallon Fpfs Chartered Financial Planner has worked for Eight Wealth Management Ltd, Eight Wealth Management Ltd, Principal Partner Practice Of St. James'S Place Wealth Management, St. James’S Place Wealth Management, and Lloyds Bank.
How can I contact Jamie Mallon Fpfs Chartered Financial Planner?
You can use AeroLeads to view verified contact signals for Jamie Mallon Fpfs Chartered Financial Planner at Eight Wealth Management Ltd, including work email, phone, and LinkedIn data when available.
What schools did Jamie Mallon Fpfs Chartered Financial Planner attend?
Jamie Mallon Fpfs Chartered Financial Planner holds Bachelor'S Degree, Financial Planning And Services from Cii.
What skills is Jamie Mallon Fpfs Chartered Financial Planner known for?
Jamie Mallon Fpfs Chartered Financial Planner is listed with skills including Investments, Wealth Management, Pensions, Strategic Financial Planning, Protection, Personal Finance, Income Protection, and Financial Services.
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