Jamieson Christie

Jamieson Christie Independent Chartered financial planning firm offering expert advice.

In the next 30 years, £5.5 trillion will pass between generations in the UK 🇬🇧!Family succession planning is about decid...
16/07/2026

In the next 30 years, £5.5 trillion will pass between generations in the UK 🇬🇧!

Family succession planning is about deciding how, when, and to whom you want to pass on your wealth.

These conversations are often put off because they can feel uncomfortable or something for “later”. But planning ahead can provide greater clarity, control, and peace of mind for you and your family.

To help you get started, we’ve published a free six-page Guide to Family Succession Planning, available in the Resources section of our website. Why not take a look 👀?

Recent networking 🤝Our team has been busy attending networking events over the last few weeks, so busy in fact that we d...
12/07/2026

Recent networking 🤝

Our team has been busy attending networking events over the last few weeks, so busy in fact that we didn’t manage to get photos from all of the events 😅.

Sean, Financial Advisor, enjoyed attending the Small Business Growth event in Stratford-upon-Avon and the Thomas Flavell & Sons Solicitors breakfast networking in Leamington Spa, where he heard an insightful presentation from Pamela Carter on leadership and professional learning ✨.

The team also continued to support the Surviving Bereavement Cafés as a key sponsor.

There have also been plenty of celebrations with our Business Development Manager, Tracey, marking a big birthday 🎉!

It’s always great to connect with our local community, build new relationships, and support the fantastic organisations we work alongside 🤩.

Did somebody say guest speaker 🎤?Our very own Sean Briggs will be the guest speaker at this month’s Worcestershire Busin...
07/07/2026

Did somebody say guest speaker 🎤?

Our very own Sean Briggs will be the guest speaker at this month’s Worcestershire Business Breakfast Club on 31st July 🤩!

If you’re a business owner, it’s easy to focus all your time and energy on growing your company while putting your personal financial planning on hold.

Sean will explore some of the most common financial pitfalls business owners face and share practical strategies to help during his talk, “The Entrepreneur’s Blindspot: Is Your Business Outgrowing Your Personal Wealth?”

Join Sean and the Worcestershire Business Breakfast Club team for a morning of networking and a full English buffet breakfast 😋

📅 Friday 31st July 2026
⏰ 7.30am – 9.00am (doors open 7.20am)
📍 The Boat & Railway, Stoke Prior, Bromsgrove
💷 £18 Members | £25 Visitors

Places are limited, so be sure to book before the 5pm, Wednesday 29th July deadline. Tickets are available from Worcestershire Business Breakfast Club 🎟️.

We hope to see you there!

It’s important to plan carefully before committing!We work closely with clients to create a strategy tailored to their u...
30/06/2026

It’s important to plan carefully before committing!

We work closely with clients to create a strategy tailored to their unique needs, helping them make informed decisions and optimise potential returns 📊.

As an independent Chartered financial planning firm we have no bias and offer a free, no obligation, initial consultation.

Get in touch and see how we can help 💬.

Every client is unique, and our approach reflects that 🙌.Whether you are a Private Client, Corporate Client, Charity, or...
28/06/2026

Every client is unique, and our approach reflects that 🙌.

Whether you are a Private Client, Corporate Client, Charity, or Trust, we provide personalised financial advice tailored to your individual circumstances and goals 🤩.

From one off financial guidance to long-term strategic planning, our clients benefit from the combined expertise of our dedicated advisers and wider team, ensuring informed decisions and trusted support every step of the way ✨.

Your goals are our priority 🎯

Is your business leaving cash on the table 💷?Recently, INSIGNIS surveyed 500 senior finance and business leaders to unco...
25/06/2026

Is your business leaving cash on the table 💷?

Recently, INSIGNIS surveyed 500 senior finance and business leaders to uncover how UK companies with significant cash holdings are managing their cash, and where they may be missing opportunities.

The research highlights common risks, overlooked strategies, and the potential impact of leaving surplus cash sitting in underperforming accounts 📉.

These three images show just some of the key findings from businesses across the UK.

When was the last time you reviewed where your business cash is held? Contact our expert team for assistance 💬.

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Oxford

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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