Jamie Small  Fpfs

Jamie Small Fpfs Email and Phone Number

Chartered Financial Planner and Director @ IFPC Wealth Management
London, GB
Jamie Small Fpfs's Location
Greater London, England, United Kingdom, United Kingdom
Jamie Small Fpfs's Contact Details

Jamie Small Fpfs work email

Jamie Small Fpfs personal email

n/a
About Jamie Small Fpfs

Jamie Small FPFS is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Achieving Fellowship status is the highest accolade and gives practitioners a genuine differentiation within the industry . Jamie has specialist knowledge on pensions and investments. He has been in the UK for 11 years, after arriving from New Zealand in 2003 and now resides with his wife and son in St Albans. Since his arrival he has worked in the city of London for a small chartered advisory firm and then went on to a much larger FTSE 250 company, where he was giving regulated retirement advice. Jamie holds the Advanced Diploma in Financial Planning along with a level 4 qualification in Discretionary Investment Management. Jamie provides independent holistic advice to his private clients on issues that surround retirement and investment planning.

Jamie Small Fpfs's Current Company Details
IFPC Wealth Management

Ifpc Wealth Management

View
Chartered Financial Planner and Director
London, GB
Website:
ifpc.co.uk
Employees:
16
Jamie Small Fpfs Work Experience Details
  • Ifpc Wealth Management
    Chartered Financial Planner And Director
    Ifpc Wealth Management
    London, Gb
  • Ifpc Wealth Management
    Chartered Financial Planner & Director
    Ifpc Wealth Management May 2024 - Present
    St Albans, England, United Kingdom
  • Ifpc Wealth Management
    Chartered Financial Planner
    Ifpc Wealth Management Jun 2014 - Present
    St Albans, United Kingdom
  • Totus Wealth Management
    Financial Planner
    Totus Wealth Management Mar 2013 - May 2014
    Milton Keynes, United Kingdom
  • Alexander Forbes
    Retirement Consultant
    Alexander Forbes Mar 2012 - Mar 2013
    Croydon, United Kingdom
  • Holder And Combes
    Paraplanner
    Holder And Combes Nov 2010 - Mar 2012
  • Holder & Combes
    Client Services Assistant
    Holder & Combes May 2010 - Nov 2010
    IFA support for a Chartered Financial Planning Company.
  • Serliana Property Investment Consultants
    Portfolio Manager
    Serliana Property Investment Consultants 2004 - Apr 2008
    Building property portfolios
  • Osney Media
    Senior Sales
    Osney Media 2005 - 2006

Jamie Small Fpfs Skills

Portfolio Management Pensions Investments Financial Advisory Retirement Planning Asset Allocation Retirement Wealth Management Investment Strategies Income Protection Finance Estate Planning Business Development Customer Service Financial Services Wealth Financial Planning Insurance Financial Planners High Net Worth Individuals Relationship Management Alternative Investments New Business Development Critical Illness Sales Management Mortgage Lending Savings Wealth Management Services Fixed Annuities Protection Funding Sipp Residential Mortgages Superannuation Wealth Accumulation Holistic Financial Planning Personal Financial Planning Defined Benefit

Jamie Small Fpfs Education Details

  • The Society Of Trust And Estate Practitioners (Uk)
    The Society Of Trust And Estate Practitioners (Uk)
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Institute Of Insurance
    Chartered Institute Of Insurance
    Financial Planning And Services
  • Chartered Institute Of Insurance
    Chartered Institute Of Insurance
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Finance, General
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Ifs
    Ifs
    Finance - Mortgage Advice And Practice

Frequently Asked Questions about Jamie Small Fpfs

What company does Jamie Small Fpfs work for?

Jamie Small Fpfs works for Ifpc Wealth Management

What is Jamie Small Fpfs's role at the current company?

Jamie Small Fpfs's current role is Chartered Financial Planner and Director.

What is Jamie Small Fpfs's email address?

Jamie Small Fpfs's email address is ja****@****s.co.uk

What schools did Jamie Small Fpfs attend?

Jamie Small Fpfs attended The Society Of Trust And Estate Practitioners (Uk), Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Institute Of Insurance, Chartered Institute Of Insurance, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Ifs.

What skills is Jamie Small Fpfs known for?

Jamie Small Fpfs has skills like Portfolio Management, Pensions, Investments, Financial Advisory, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Investment Strategies, Income Protection, Finance, Estate Planning.

Who are Jamie Small Fpfs's colleagues?

Jamie Small Fpfs's colleagues are 林琦雯, Robert Allinson, Joan Bland, Mark Envidia, Elaine Bacon, Gregory Hawkins.

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