Jamie Small, FPFS

Chartered Financial Planner

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.