Business Details
24 Years
experience
Trusted Financial Advisers in Cirencester
At Jamie Lewington, we are dedicated to enhancing our clients' wealth through personalized financial strategies. Our approach begins with understanding your unique goals and aspirations, ensuring your financial plans are tailored to your specific needs. We prioritise building long-term relationships, offering face-to-face advice to address the complexities of financial planning. With expertise in pension arrangements and wealth management, we provide solutions that adapt to life's unexpected changes.Our team combines industry knowledge with a commitment to transparency, ensuring clients receive informed guidance aligned with evolving legislation. We pride ourselves on delivering professional, client-centric services that foster trust and security for the future.
Services
Investment Management
Pension Planning
Wealth Management
Financial Advice
Retirement Planning
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience advising British Airways staff on pension arrangements.
- Our team provides personalised, face-to-face financial advice tailored to individual needs.
- We are an Appointed Representative of St. James's Place Wealth Management plc, regulated by the Financial Conduct Authority.
- Our client-centric approach focuses on building long-term trust and transparency.
- We offer specialist expertise in navigating complex pension schemes and wealth management.
What people say
Personal and efficient service
Trusted financial expertise
Tailored pension solutions
Long-term client relationships
Professional and caring approach
Services
Investment Management
Our investment management service focuses on creating tailored portfolios aligned with your financial goals and risk tolerance. We utilise expert fund selection and ongoing monitoring to optimise returns while managing volatility. Clients benefit from transparent reporting and regular strategy reviews to adapt to market changes and personal circumstances.
Pension Planning
Specialising in pension arrangements, we help clients navigate complex schemes to maximise retirement income. Our advice includes transfer options, tax-efficient withdrawals, and long-term sustainability planning. We provide clear guidance to ensure informed decisions that align with your retirement objectives.
Wealth Management
Our wealth management service integrates investment, tax, and estate planning to preserve and grow your assets. We develop comprehensive strategies addressing short-term needs and long-term legacy goals. Regular reviews ensure your plan evolves with life changes and regulatory updates.
Financial Advice
We offer bespoke financial advice covering all aspects of wealth management, from budgeting to complex investment decisions. Our face-to-face consultations ensure a deep understanding of your unique circumstances, enabling tailored recommendations that prioritise your financial security and aspirations.
Retirement Planning
Our retirement planning service ensures you achieve financial independence through strategic savings, pension optimisation, and income projections. We address tax implications, healthcare costs, and lifestyle goals to create a sustainable retirement plan tailored to your vision of the future.
People
Jamie Lewington
Principal Partner
With over 15 years of experience, Jamie specialises in pension transfers and wealth management for aviation professionals. He leads a team committed to delivering transparent, client-focused advice, ensuring long-term financial security through tailored strategies and expert fund management.
Arjj Gopal
Financial Adviser
Arjj provides personalised pension and investment solutions, known for his empathetic approach and attention to client needs. He ensures seamless service delivery, maintaining clear communication throughout the financial planning process to build lasting client trust.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, retirement strategies, and wealth management tailored to individual client needs.
How do you support British Airways staff with pensions?
We offer expert guidance on BA pension schemes, including transfer options and tax-efficient retirement planning, with 20+ years of experience in this niche.
How often are investment portfolios reviewed?
Portfolios are reviewed quarterly, with annual comprehensive strategy assessments to ensure alignment with your goals and market conditions.
What areas do you cover?
We primarily serve clients in Cirencester, Gloucestershire, and nationwide through virtual consultations for pension and wealth management.
