2008 -2018 Director of Mallon Wealth Management Ltd, Senior Partner Practice @
1994 -2008 Senior Wealth Planning Manager @
Jamie Planner Education
CII
Bachelor's degree (Financial Planning and Services)
2012-2015
Hill College, Southampton 1987-1989
Jamie Planner Skills
Estate Planning
Strategic Financial Planning
Personal Finance
Management
Investments
Risk Management
Relationship Management
Pensions
Income Protection
Financial Services
Retirement Planning
Wealth Management
Financial Planning
Investment Management
Protection
Jamie Planner Summary
Jamie Planner, based in Southampton, England, GB, is currently a Chartered Financial Planner at Eight Wealth Management Ltd at Eight Wealth Management Ltd. Jamie Planner brings experience from previous roles at Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea, St. James’s Place Wealth Management and Lloyds Bank. Jamie Planner holds a 2012 - 2015 Bachelor's degree in Financial Planning and Services @ CII. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Personal Finance, Management, Investments and more. Jamie Planner has 1 emails on RocketReach.
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