Jamie Planner Email

Chartered Financial Planner at Eight Wealth Management Ltd @ Eight Financial Advice

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Jamie Planner Location

Southampton, England, GB

Jamie Planner Work

2023 - now Chartered Financial Planner at Eight Wealth Management Ltd @ Eight Financial Advice
2018 - 2023 Chartered Financial Planner @ Eight Financial Advice
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2008 - 2018 Director of Mallon Wealth Management Ltd, Senior Partner Practice @ Gilson Gray Financial Management

1994 - 2008 Senior Wealth Planning Manager @ Lloyds Bank
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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

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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.

Jamie Planner Emails

Found 1 emails

@gmail.com

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