Jamie Small Fpfs
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Jamie Small Fpfs Email & Phone Number

Chartered Financial Planner and Director at IFPC Wealth Management
Location: Greater London, England, United Kingdom 9 work roles 18 schools
1 work email found @holderandcombes.co.uk LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@holderandcombes.co.uk
LinkedIn Profile matched
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Current company
IFPC Wealth Management
Role
Chartered Financial Planner and Director
Location
Greater London, England, United Kingdom
Company size
16 employees

Who is Jamie Small Fpfs? Overview

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Quick answer

Jamie Small Fpfs is listed as Chartered Financial Planner and Director at IFPC Wealth Management, a with 16 employees, based in Greater London, England, United Kingdom. AeroLeads shows a work email signal at holderandcombes.co.uk and a matched LinkedIn profile for Jamie Small Fpfs.

Jamie Small Fpfs previously worked as Chartered Financial Planner & Director at Ifpc Wealth Management and Chartered Financial Planner at Ifpc Wealth Management. Jamie Small Fpfs holds Advanced Certificate In Taxation Of Trusts And Estates - England And Wales, Financial Planning And Services from The Society Of Trust And Estate Practitioners (Uk).

Company email context

Email format at IFPC Wealth Management

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{first}@holderandcombes.co.uk
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AeroLeads found 1 current-domain work email signal for Jamie Small Fpfs. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Portfolio Management, Pensions, Investments, Financial Advisory, and 34 others.

Current workplace

Jamie Small Fpfs's current company

Company context helps verify the profile and gives searchers a useful next step.

IFPC Wealth Management
Ifpc Wealth Management
Chartered Financial Planner and Director
London, GB
Website
ifpc.co.uk
Employees
16
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Company profile
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9 roles · 23 years

Jamie Small Fpfs work experience

A career timeline built from the work history available for this profile.

Retirement Consultant

Alexander Forbes

Croydon, United Kingdom

Mar 2012 - Mar 2013

Client Services Assistant

Holder & Combes

IFA support for a Chartered Financial Planning Company.

May 2010 - Nov 2010

Portfolio Manager

Serliana Property Investment Consultants

Building property portfolios

2004 - Apr 2008
Team & coworkers

Colleagues at IFPC Wealth Management

Other employees you can reach at ifpc.co.uk. View company contacts for 16 employees →

RA Robert Allinson Robert Allinson Colleague at Ifpc Wealth ManagementGreater Exeter Area, United Kingdom View → 林 林琦雯 林琦雯 Colleague at Ifpc Wealth ManagementTaiwan, Province Of China View → GH Gregory Hawkins Gregory Hawkins Colleague at Ifpc Wealth ManagementMaywood, Illinois, United States View → ME Mark Envidia Mark Envidia Colleague at Ifpc Wealth ManagementIloilo, Western Visayas, Philippines View → JB Joan Bland Joan Bland Colleague at Ifpc Wealth ManagementSt Albans, England, United Kingdom View → EB Elaine Bacon Elaine Bacon Colleague at Ifpc Wealth ManagementDunstable, England, United Kingdom View →
18 education records

Jamie Small Fpfs education

Advanced Certificate In Taxation Of Trusts And Estates - England And Wales, Financial Planning And Services

The Society Of Trust And Estate Practitioners (Uk)

Af1 - Advanced Tax And Trust Planning, Financial Planning And Services

Chartered Insurance Institute

R08 - Pensions Update Programme, Financial Planning And Services

Chartered Insurance Institute

Af5 - Advanced Financial Planning, Financial Planning And Services

Chartered Insurance Institute

J12 - Securities And Dealing, Financial Planning And Services

Chartered Insurance Institute

Advanced Diploma In Financial Planning, Financial Planning And Services

Chartered Insurance Institute

Af4 - Advanced Investment Planning, Financial Planning And Services

Chartered Insurance Institute

Af3 - Advanced Pension Planning, Financial Planning And Services

Chartered Insurance Institute

J10 - Discretionary Investment Management, Financial Planning And Services

Chartered Institute Of Insurance

Discretionary Investment Management Certificate, Financial Planning And Services

Chartered Institute Of Insurance

R02 - Investment Markets And Principles, Financial Planning And Services

Chartered Insurance Institute

R04 - Pensions & Retirement Planning, Financial Planning And Services

Chartered Insurance Institute

J05 - Pension Income Options, Financial Planning And Services

Chartered Insurance Institute

Diploma In Financial Planning, Financial Planning And Services

Chartered Insurance Institute

R01 - Ethics And Regulation, Finance, General

Chartered Insurance Institute

Jo1 - Taxation, Financial Planning And Services

Chartered Insurance Institute

Cert Pfs, Financial Planning And Services

Chartered Insurance Institute

Cemap, Finance - Mortgage Advice And Practice

Ifs
FAQ

Frequently asked questions about Jamie Small Fpfs

Quick answers generated from the profile data available on this page.

What company does Jamie Small Fpfs work for?

Jamie Small Fpfs works for IFPC Wealth Management.

What is Jamie Small Fpfs's role at IFPC Wealth Management?

Jamie Small Fpfs is listed as Chartered Financial Planner and Director at IFPC Wealth Management.

What is Jamie Small Fpfs's email address?

AeroLeads has found 1 work email signal at @holderandcombes.co.uk for Jamie Small Fpfs at IFPC Wealth Management.

Where is Jamie Small Fpfs based?

Jamie Small Fpfs is based in Greater London, England, United Kingdom while working with IFPC Wealth Management.

What companies has Jamie Small Fpfs worked for?

Jamie Small Fpfs has worked for Ifpc Wealth Management, Totus Wealth Management, Alexander Forbes, Holder And Combes, and Holder & Combes.

Who are Jamie Small Fpfs's colleagues at IFPC Wealth Management?

Jamie Small Fpfs's colleagues at IFPC Wealth Management include Robert Allinson, 林琦雯, Gregory Hawkins, Mark Envidia, and Joan Bland.

How can I contact Jamie Small Fpfs?

You can use AeroLeads to view verified contact signals for Jamie Small Fpfs at IFPC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jamie Small Fpfs attend?

Jamie Small Fpfs holds Advanced Certificate In Taxation Of Trusts And Estates - England And Wales, Financial Planning And Services from The Society Of Trust And Estate Practitioners (Uk).

What skills is Jamie Small Fpfs known for?

Jamie Small Fpfs is listed with skills including Portfolio Management, Pensions, Investments, Financial Advisory, Retirement Planning, Asset Allocation, Retirement, and Wealth Management.

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