Jamie Kinnear Dipfa
Director @Condies Wealth Strategies
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WORK HISTORY
Director @Condies Wealth Strategies
EDUCATION
Institute of Financial Services
(DipFA) Diploma for Financial Advice
Institute of Financial Services
(Cert PFS) Certificate in Financial Planning
Chartered Institute of Management
(CMi) Professional Managment Qualification
LIBF
Financial Planning and Services
ABOUT JAMIE KINNEAR DIPFA
I am an experienced Financial Planner with a demonstrated history of working with clients in the wealth management sector for 24 years. Skilled in helping clients with - Asset Management, Wealth Investment Strategies, Retirement Planning, Pension Consolidation, Cash Flow Modelling, Protection and Inheritance Tax Planning. Strong financial practitioner graduated from Institute of Financial Services. Member of the Chartered Insurance Institute and Chartered Institute of Securities and Investment.
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