Contact Support

Mon - Fri 9am to 5pm 01737 457760

Contact Support

Mon - Fri 9am to 5pm


Surrey Hills Private Clients

Services Offered

Financial Planning > Investment Planning > Retirement Planning > Protection Planning

Company bio

Jamie’s clients are at the heart of everything he does and are the most important part of his business. He provides a highly personalised service and will help his clients make informed financial decisions to achieve their goals through personal, face-to-face financial advice.

Adopting his core values, Jamie specialises in minimising tax, maximising wealth, and protecting his clients from financial risk. He is committed to building and sustaining long-term client relationships based on trust, superior service, and the quality of his initial and ongoing advice. His philosophy is simple: to ensure financial peace of mind for them and their families across the generations.

He works with business owners, professionals and those approaching or enjoying their retirement and has a particular expertise in Retirement Planning and Intergenerational Wealth Planning as well as holistic planning involving people’s businesses and families.

Prior to starting Surrey Hills Private Clients, Jamie had a successful career in General Insurance, after becoming a Chartered Insurer and graduating with a MA in Business Management. Making use of his extensive financial knowledge and experience gained during this time he decided to pursue a long-term ambition of his and launched his own practice.

Investment planning: Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances: Insurance and protection products to help safeguard all that you hold dear.
Retirement planning: Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Speak to Jamie today:

SJP Approved 30/11/2023

*The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Products and  Services Gallery

Accreditations >  Awards > Training

website Address

Telephone  Number

01737 370764 / 07891 615946

Opening  Times

Monday – Friday: 9am – 5pm

Saturday & Sunday: Closed

Company Address

130 Hillside, Banstead SM7 1HA


Just fill out the message field below to request a call back.
Your Name*
Your Email Address*
Telephone Number*
Enquiry Details

Member Reviews of 

{{ reviewsTotal }} Review
{{ reviewsTotal }} Reviews
{{ options.labels.newReviewButton }}
{{ userData.canReview.message }}