My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard.

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

Jamie joined Rathbones in 2025 as part of the merger with Investec Wealth & Investment (UK) as a Financial Planning Director.

Jamie provides bespoke financial advice to support clients through every stage of their financial journey – from the accumulation and management of wealth, to utilising savings in retirement, and wealth preservation for future generations.

Jamie started his career in financial services at Murray Asset Management where he subsequently took on the responsibility of Financial Planning Director. He then joined the team at Investec Wealth & Investment (UK) following the acquisition of Murray Asset Management in 2023. Jamie has a degree in Economics BSc (Hons) from the University of St Andrews and also hold the Diploma in Regulated Financial Planning with the Personal Finance Society.

As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts. To ensure the best possible outcome for my clients I work closely with Investment Managers and Rathbones' in-house research team to identify suitable retirement solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

I am a Chartered and Certified Financial Planner with extensive experience in providing comprehensive financial planning advice to individuals and families, in the areas of wealth structuring, tax efficient investing, retirement planning, intergenerational and estate planning. With a deep understanding of the financial services industry, I am dedicated to helping clients achieve their financial goals by creating bespoke strategies that address their unique needs and circumstances.With over 20 years' experience within the industry, I have a thorough understanding of the complex regulations and laws that govern these areas, allowing me to provide clients with the highest level of advice and guidance.

I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client's overall wealth. I'm responsible for advice relating to significant funds under management.

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.

As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.

I have amassed a wealth of expertise and knowledge, with the majority of my career spent working with high-net worth clients. I have worked in smaller Independent Financial Advisory firms and another large, national, Wealth Management firm and believe this has helped me be able to forge relationships with all different types of clients and personalities. I specialise in providing holistic financial planning advice and solutions to high net worth clients, with a strong focus on meeting our clients' individual goals and objectives.

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.