Jamie Reid
Financial Adviser
FCA reference number: JAR01271
I’m Jamie Reid, a qualified Financial Planner with experience working for small and large companies in the financial advice sector. I specialise in comprehensive financial planning, investment management and estate planning. I love working closely with my clients to help them achieve their financial goals and I like to create meaningful investment strategies.
I’m Jamie Reid, a qualified Financial Planner with experience working for small and large companies in the financial advice sector. I specialise in comprehensive financial planning, investment management and estate planning. I love working closely with my clients to help them achieve their financial goals and I like to create meaningful investment strategies.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Diploma for Financial Advisers
Region and method of advice
Based in Edinburgh, I can typically visit clients at home within a 75-mile radius. I also offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Based in Scotland
In-person meetings
Phone and Video call
Region & method of advice
Based in Edinburgh, I can typically visit clients at home within a 75-mile radius. I also offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Approach and experience
Operating on a no obligation basis, I work towards forming strong relationships with clients built on trust. I aim to ensure all clients receive the highest standard of advice, tailored to their individual needs and objectives. I work hard to showcase the value of financial advice to all people no matter the circumstances.
No query is too large or too small. No question is too simple or too complex. No goal is too modest or too unattainable. I aim to empower people to build confidence around financial matters and to seek solutions regarding their financial future.
Extremely pleased with the service provided. Throughout the entire process, Jamie Reid provided all the information and support I needed to plan my pension. I would highly recommend him to future clients.
Ms L Lawson
Personal interests
Outside the realm of financial planning, I find joy in raising my family as I have two young daughters. I am also a keen runner, hill walker and footballer. I try to stay as fit as I can.