Jamie Hull
Director & Chartered Financial Planner @Atherton & Associates Wealth Management Ltd
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WORK HISTORY
Director & Chartered Financial Planner @Atherton & Associates Wealth Management Ltd
Nantwich, GB
Managing Director and Chartered Financial Planner at Atherton & Associates Wealth Management Ltd. Having worked in Financial Services for 20 year years, my emphasis, alongside that of our experienced team, is on maintaining long-term relationships with clients; providing them with a source of trusted advice as their financial needs evolve over the years. Typical clients include, business owners, directors, families and retired clients. They come to us for support with practical solutions to the financial issues that concern them most.My advice covers all areas of Wealth Management, including Retirement Planning, Wealth Protection, Savings and Investment Planning and Inheritance Tax Planning. I hold the title of Chartered Financial Planner, by definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in my profession.I am also a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS.Atherton & Associates Wealth Management Ltd holds the privileged position as a Senior Partner Practice of St. James\'s Place Wealth Management. St. James\'s Place guarantees the suitability of the advice given by members of the St. James\'s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group\'s website at information can be found at:
EDUCATION
Chartered Insurance Institute
Financial Planning and Services
SKILLS
ABOUT JAMIE HULL
I am the Managing Director and Chartered Financial Planner at Atherton & Associates Wealth Management Ltd, based in my hometown of Nantwich. With over 20 years’ experience in Financial Services, I now lead a highly experienced and motivated team of advisers and support staff, specialising in tailored financial planning for individuals and business owners.Our clients look to us for guidance with all areas of financial planning, including:Growing savings and investments to support the future they wantPlanning for retirement and building income that lasts for lifePassing on wealth to the next generation in a tax-efficient wayFunding school fees and giving children or grandchildren a financial head startI hold the title of Chartered Financial Planner — recognised as one of the highest professional standards in my field — and I am a Fellow of the Personal Finance Society (FPFS), the highest designation awarded by the PFS.Away from work, I enjoy time by the coast with my family, supporting my daughter in dance and gymnastics, and taking my sons on as many away days as possible to watch our local football teams.Find out more at: value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.Atherton & Associates Wealth Management Ltd 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). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.SJP Approved 25/09/2025
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