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Jamie Mallon Dip PFS Aff.SWW is a highly experienced Financial Adviser with 20 years experience in the industry. His career began with Lloyds TSB and he rose to become a highly respected and successful Consultant before he was invited to join St. James's Place Wealth Management in 2008.
Jamie’s experience is complemented professionally by having completed the Advanced Financial Planning Certificate and is a member of the Personal Finance Society and an Affiliated Member of The Society of Will Writers* and Estate Planning Practitioners. Jamie has specialised in offering expert advice in a wide range of important areas including:
Wealth Preservation
- Inheritance Tax Planning & Trust** advice
- Specialist Tax Planning
- Onshore & Offshore Investments
- Portfolio Management Services
- Retirement Planning
- Annuities & Income drawdown
- Mortgages
Business Solutions
- Corporate Advice
- Business Assurance
- Exit Strategy Planning***
- Self invested & small self administrated pensions
- Trustee Investments
- Commercial Lending
Financial Protection
- Family Protection
*Wills are not regulated by the Financial Services Authority. These services are separate and distinct from those offered as a Representative of
St. James's Place.
** Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Services Authority.
*** This is likely to involve a service that is separate and distinct from those offered by St. James's Place.
 Meet the Team
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 Client Testimonials
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 Working with other specialists
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