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Jamie LoweFinancial PlanningMortgages | Retirement

Hi,

I’m Jamie.

I’m known for helping people with their money.

From retirement planning to life insurance, from mortgages to protecting your income, I look after individuals, couples, families, and companies.

Talking about money isn’t always easy, but I’m not here to judge what you have or haven’t done, or your lifestyle.

You don't need any prior knowledge of finances. It's my job to help you understand what you’ve got, to see what you could be doing to work smarter and not harder to get what you want from life. I view money as a tool to get you where you want to be. That's why I call myself a financial planner rather than financial adviser. However, I am a qualified financial adviser, regulated by the FCA.

Financial advice is not just for the wealthy. It's for anyone who has financial goals or a specific need and isn't sure what is the best way to meet it.

You might be wondering what it costs. My charges depend on what is value for money i.e. the amount of work it will take for me to help you.

Visit True Self Wealth or contact me directly and let's set you up for financial security, for the long-term.

P.s. Just in case you were interested- I do a lot to support our community outside of my work as a financial planner. I arrange an LGBTQ+ business network and I'm the proud founder of Trans Support Hub.

Services

Tax advice, Business advice, Retirement planning, Mortgage advice, Life insurance, Income protection insurance, Critical illness cover, Investment planning, Equity release advice, Transgender Safe, Queer Safe, Non-binary Safe

Online / in-person services
  • online-services-available
    yes
  • in-person-services-available
    yes
By appointment only
Open hours today: By appointment only
  • Monday

    By appointment only

  • Tuesday

    By appointment only

  • Wednesday

    By appointment only

  • Thursday

    By appointment only

  • Friday

    By appointment only

  • Saturday

    By appointment only

  • Sunday

    Closed

  • April 18, 2024 5:27 pm local time

Website

http://www.trueselfwealth.co.uk

Contact email

jamie.lowe@sjpp.co.uk

Phone number

07469712299

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