Plan With Confidence
Approach
What makes me different? Independence. I’m not tied to any bank or provider, which means I can recommend the most suitable products from across the market – always putting your interests first with fair, transparent advice tailored to your needs.
Services
Saving & Investments
Start building your financial future with confidence. Whether you’re new to investing or looking to enhance your existing portfolio, offering expert advice tailored to your unique goals. Our approach considers your risk tolerance, time horizon, and financial aspirations to create a diversified strategy that keeps you on course toward achieving financial success.
Retirement Planning
Plan for a financially secure and fulfilling retirement with expert guidance. Whether you’re starting your savings journey, nearing retirement, or already retired, providing personalised advice to help you make the most of your pension savings. My bespoke solutions guide you through various pension options, including workplace pensions and Self-Invested Personal Pensions (SIPPs), crafting a retirement strategy tailored to your unique needs and goals.
Inheritance Tax Planning
Planning ahead helps ensure your estate is managed according to your wishes after your death, helping you maximise reliefs and exemptions to reduce the impact of Inheritance Tax.
Financial Protection
Safeguard your future with comprehensive protection solutions tailored to your needs. I provide expert advice to help you navigate the complexities of life, critical illness, and income protection insurance. Whether you’re looking to protect your family, your income, or your assets, working with you to develop a personalised plan that offers peace of mind and financial security when it matters most.
Process
How It Works
I make financial planning simple and accessible. Here’s how it works:
Schedule a free consultation easily through the contact page or the booking tool below. Meetings can be held virtually, at a location of your choice, or at my office in Park Place, Leeds. During this meeting, I will:
- Review your financial goals and objectives.
- Discuss how my services can support your financial planning.
- Assess your investment knowledge and attitude toward risk to ensure a tailored approach that meets your needs.
After our initial consultation, you will receive a comprehensive, tailored recommendation that addresses your unique financial priorities. This will include:
- Consideration of tax implications relevant to your financial plan.
- A strategic cashflow plan to support your goals.
- A clear breakdown of fees and charges should you choose to proceed.
- Answers to any questions or concerns you may have.
Should you decide to move forward, I will manage all necessary arrangements on your behalf and oversee the progress until completion.
Financial planning doesn’t end with implementation. I provide ongoing support, including:
- Regular monitoring of your plans, investments, and changes in relevant legislation.
- Annual reviews to reassess and update your goals as your circumstances evolve.
This structured approach ensures your financial plan remains aligned with your objectives and adapts to life’s changes.
Your Financial Adviser
Jamie Sanderson is a trusted and highly experienced and qualified Independent Financial Adviser based in Leeds City Centre. With nearly a decade in the financial services industry, Jamie has built a reputation for delivering clear, tailored advice that helps clients achieve their financial goals. His career includes working with some of the most respected names in the industry.
Get In Touch
Schedule Your Consultation
Schedule an appointment with your expert adviser to receive personalised solutions tailored to your unique financial goals.
Before booking, please specify your financial goals or challenges you’re seeking advice on. Once your details have been received, I will contact you to confirm your appointment.
Why Choose Me
As Your Trusted Financial Adviser
Proven Expertise
With nearly a decade of experience in financial services, I provide clear and actionable advice tailored to your unique goals.
Personalised Solutions
Your financial plan is as unique as you are. I craft bespoke strategies to align with your needs, aspirations, and circumstances.
Transparent Guidance
I prioritise honesty and clarity, ensuring you understand every step of the financial planning process, including fees and outcomes.
Comprehensive Support
From savings to retirement planning, offering a full range of financial services designed to secure your future and protect your legacy.
Ongoing Commitment
Financial planning is a journey, providing continuous support and annual reviews to adapt your plan to life’s changes.
Local and Accessible
Based in Leeds City Centre, offering flexible consultation options, including virtual meetings or in-person sessions at a location convenient for you.
