Jamieson Christie Wealth Management - Coventry

Introduction to Jamieson Christie Wealth Management

Located in the heart of Balsall Common, Coventry, Jamieson Christie Wealth Management is a renowned financial planning firm that has been helping clients achieve their financial goals since its inception. With a strong focus on personalized service and comprehensive financial planning, Jamieson Christie Wealth Management stands out in the industry.

Location and Contact Information

The firm is situated in Regent House, 430-432 Kenilworth Rd, Balsall Common, Coventry CV7 7DN, making it easily accessible for clients in the region. To schedule an appointment or inquire about their services, you can reach them by phone at 01676532210 or visit their website at jamiesonchristie.com.

Specialties and Services

Specializing in financial planning, Jamieson Christie Wealth Management offers a wide range of services to help clients manage their finances effectively. These services include:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Toilet facilities
• Appointment required (due to the personalized nature of their services)

Client Reviews and Testimonials

With a stellar reputation, Jamieson Christie Wealth Management has earned a impressive 5/5 average rating based on 52 reviews on Google My Business. One satisfied client, Andrew Frith, has been working with the firm for nearly 8 years and praises the firm's clear understanding of financial planning and the invaluable advice provided by advisor Andrew.

Another notable aspect of Jamieson Christie Wealth Management is their commitment to providing a welcoming and accessible environment for all clients. The firm offers wheelchair-accessible parking, entrance, and toilet facilities, ensuring that everyone can access their services comfortably.

Conclusion

If you are seeking a reputable and experienced financial planning firm that prioritizes personalized service and client satisfaction, Jamieson Christie Wealth Management is an excellent choice. With a strong track record of success and a dedicated team of professionals, they are well-equipped to help you achieve your financial goals. To learn more about their services or to schedule an appointment, visit their website at jamiesonchristie.com or call them at 01676532210.

👍 Reviews of Jamieson Christie Wealth Management

Peter H.

5/5

Andrew Frith has been my advisor now for nearly 8 years at Jamieson Christie. From first meeting Andrew gave me a clear understanding of what I felt was the best way to use and manage my pension fund. His counselling has been invaluable in helping me to understand the financial implications and putting any of my concerns into context.
I am very happy with Andrew and his team in managing my funds and the ongoing advice provided which I find most reassuring.

jason B.

5/5

I recently sought professional financial guidance, and Jamieson Christie Financial Advisors came highly recommended. I needed help organizing my pension, and they exceeded my expectations. In particular, I had the pleasure of working with Elizabeth Malik, who was absolutely fantastic. She is not only competent and knowledgeable but also incredibly understanding and patient. As someone who knew very little about finance, Elizabeth took the time to explain everything clearly and made sure I felt comfortable with every step of the process. Thanks to her expertise, my pension is now in order, and I feel confident about my financial future. I highly recommend Jamieson Christie to anyone seeking trustworthy and professional financial advice.

Mike E.

5/5

We have used Jamieson Christie over a number of years now. Initially to help with pension advice, and now I have retired also with IHT planning and investments. Throughout that time we have had Andrew Frith as our advisor, who has taken time to understand our needs, to give us options and to explain the financial jargon when required. We are very happy with Andrew and all the team at Jamieson Christie.

Michael H.

5/5

Great service offered and delivered by Andrew and the Jamieson Christie team. The advice and guidance for a complex set of pension arrangements and associated tax was most timely, and we felt Andrew spent good time in understanding our specific circumstances and making relevant recommendations. We look forward to working with JC now to grow our investments in the most effective and efficient environments. The local touch with face to face meetings was and will be a key factor in engaging JC on this long term assignment

Sue B.

5/5

Elizabeth Malik helped me to make sense of and access my pensions, creating a sensible financial plan for the future. She is a patient, polite and considerate person. Aware of her clients knowledge levels, she answers questions in an informative way. I highly recommend Elizabeth and will continue to rely on her expertise in my future planning.

MNKD

5/5

Andrew and the JC Team have been very efficient and responsive, providing sound financial advice. The bespoke recommendations have given us the confidence to make life-changing decisions to our work/life balances whilst building towards a sound future. Thank you very much.

Helen G.

5/5

Just had our annual review with Jack
A really excellent and helpful meeting as he puts things into simple easily understandable language, really customer focused and have us as their clients as their priority.
Recommend them every time!

Estelle R. A.

5/5

We use Andrew for our pension reviews, he is pleasant to deal with, clear and concise in his explanations of what can be a complicated subject. We are very happy with his advice and will continue to use him with our future financial planning