Early in my career I developed a firm belief that the more successful an individual or organisation, the less likely it was they will have made the time to address key financial planning issues; this has been proven to me time and again. In addition, the other real issue for successful individuals and businesses is the fact that until an advisor who can provide a tailored, trusted 1:1 ongoing financial advice service is found, then even if time has been allocated, no planning is completed, and the consequences suffered.

These facts have shaped my motivation, driven business growth and helped develop the client profiles of my practice for the last 21 years in the financial services industry.

Now as a Partner with Sheavyn Butler & Co, I run a client base with focus on a personal service that makes my proposition different and valued. My belief and ethos is still something I hold strong and is integral to the service I provide for my diverse, challenging, and successful clients.

Predominantly I deal with private clients in their roles as executives, SME owners, shareholders, trustees, and directors of their organisations. My approach is offering a 1:1 high quality creative personalised approach to financial management. More often this means developing a long-term close relationship, advising in all areas with regular reviews, and importantly at key life moments when client circumstances change, for example during career moves.

I am fully regulated by the FSA and qualified by the Chartered Insurance Institute to give advice on all key areas of financial planning. I also continue to study advanced CII qualifications to ensure the best possible quality of service to my clients.

Personally I have been lucky to be married for 16 years to Susie and I’m blessed with three lovely children, Tom, Annabel, and Charlie. In my spare time I am a very keen sportsman particularly cricket, skiing and golf.

Kathleen says:
“I have known Jamie for over a decade. He helped me to buy my first house, write my will, and answer my questions on equity plays, pension plans and taxation conundrums. He has never sold me anything, but he is always there just when you need him. His manner is calm and thoughtful; his experience is vast and relevant. I trust and respect him greatly and am very glad to have convinced him to join the team.”