Business Details
24 Years
experience
Trusted Financial Advisers in Cirencester
At Jamie Lewington, we believe that enhancing our clients' wealth begins with a deep understanding of their financial aspirations and timelines. Our approach prioritises building long-term relationships through face-to-face advice, ensuring that financial plans are tailored to individual needs and regularly reviewed to adapt to life's changes. With expertise in navigating complex pension schemes, particularly for British Airways staff, we provide specialised guidance on wealth management, retirement planning, and investment strategies. Our commitment to transparency and client-centric service ensures that every decision is made with clarity and trust. Backed by St. James's Place Wealth Management, we combine industry-leading resources with a personal touch to deliver sustainable financial solutions.By focusing on the unique circumstances of each client, we aim to transform financial goals into achievable realities. Our team's dedication to ongoing professional development ensures that we remain at the forefront of industry best practices. Through meticulous attention to detail and a focus on long-term outcomes, we help clients navigate the challenges of financial planning with confidence. Our reputation, built over two decades of service, reflects our unwavering commitment to excellence in client care and investment stewardship.
Services
Investment Management
Pension Planning
Retirement Planning
Wealth Management
Financial Consultation
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience advising British Airways staff on pension transfers.
- Our team provides personalised financial planning with face-to-face consultations.
- We operate under the regulatory oversight of the Financial Conduct Authority.
- Our client relationships are built on trust and long-term financial stewardship.
- We partner with St. James's Place for professional investment management expertise.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Personalised approach
Trust and confidence
Professional pension management
Long-term relationships
Expert financial guidance
Services
Investment Management
Our investment management service focuses on growing client wealth through diversified portfolios tailored to individual risk profiles. We utilise St. James's Place's professional fund managers to deliver competitive returns while maintaining capital security. Regular performance reviews ensure alignment with evolving financial goals.
Pension Planning
Specialising in British Airways pension schemes, we help clients navigate transfer options and optimise retirement income. Our expertise covers final salary pensions, cash equivalent transfers, and tax-efficient withdrawal strategies. We provide clear guidance through complex pension legislation.
Wealth Management
We develop comprehensive wealth management strategies covering asset protection, tax planning, and intergenerational wealth transfer. Our approach combines investment management with risk assessment to create holistic financial solutions tailored to high-net-worth individuals.
Retirement Planning
Our retirement planning service ensures financial security during post-work years through cashflow modelling and lifestyle planning. We coordinate pension withdrawals, investment liquidation, and tax mitigation strategies to maintain living standards throughout retirement.
Financial Consultation
We offer bespoke financial consultation covering investment decisions, tax planning, and estate management. Our face-to-face advisory sessions provide clarity on complex financial products and help clients make informed decisions aligned with their life objectives.
People
Jamie Lewington
Principal Partner
With over 15 years' experience, Jamie specialises in advising British Airways staff on pension transfers. He focuses on building long-term client relationships and ensuring financial security through tailored investment strategies.
Arjj Gopal
Financial Adviser
Arjj provides expert pension planning advice, known for his compassionate approach and meticulous attention to client needs. He ensures clear communication throughout the financial planning process.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, and retirement strategies, particularly for British Airways staff.
Are you regulated by any financial authority?
Yes, we operate under the Financial Conduct Authority's regulatory oversight through our partnership with St. James's Place.
How do you charge for your services?
Our fees are transparently disclosed and typically based on the complexity of financial planning required, with no hidden charges.
Can you help with British Airways pension transfers?
Yes, we have specialist expertise in advising BA staff on pension scheme transfers since 2002.
What investment options do you offer?
We provide access to St. James's Place's professional fund management services with diversified investment portfolios tailored to risk profiles.
How often do you review financial plans?
We recommend annual reviews but provide ongoing adjustments to ensure plans remain aligned with changing circumstances.
