About

About

Jamie Sanderson

Jamie Sanderson is a highly experienced and qualified 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.

When he is not providing financial advice, he his spending time his family or scaling the hills in the Peak District.

Known for his approachable and professional demeanour, Jamie simplifies complex financial matters, making them accessible and easy to understand. He is passionate about helping clients navigate life’s financial challenges and build a future with confidence.

Based in Leeds City Centre, Jamie offers flexible consultation options, including virtual meetings or in-person appointments at his office or a location convenient for clients.

Whether clients are starting their financial journey, planning for retirement, or protecting their legacy, Jamie’s expertise ensures they receive a plan tailored to their unique needs and aspirations.

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Our Process

How It Works

I strive to 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 our 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.

If 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.

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 prioritize honesty and clarity, ensuring you understand every step of the financial planning process, including fees and outcomes.

Comprehensive Support

From savings to retirement planning, I offer a full range of financial services designed to secure your future and protect your legacy.

Ongoing Commitment

Financial planning is a journey. I provide continuous support and annual reviews to adapt your plan to life’s changes.

Local and Accessible

Based in Leeds City Centre, I offer flexible consultation options, including virtual meetings or in-person sessions at a location convenient for you.

Get In Touch

Schedule Your Consultation

Schedule an appointment with our expert adviser to receive personalised solutions tailored to your unique financial goals.
Before booking, please let us know the specific financial goals or challenges you are seeking advice on. Once we receive your details, we will contact you to confirm your appointment.

Schedule A Consultation