Independent Financial Advisor Shrewsbury

We’re independent financial advisors giving people in Shrewsbury and the surrounding areas peace of mind about their financial future.

About us

Our professional financial advisor in Shrewsbury, David Jamieson, has been helping people live life to the fullest since 2017. A Chartered Associate of the London Institute of Banking & Finance, David’s focus is on enabling people to meet their long-term life and financial goals with his professional financial advisor services.

David treats every client as an individual and you will benefit from a personal and tailored service bespoke to your needs, meaning you have a clear strategy that benefits you from the moment it is implemented.

Find out more

Learn more about our financial advice clients in Shrewsbury

As a client, you can expect quality advice that spans a range of different life stages. By taking the time to get to know you, your goals, and any concerns you may have, we’ll then work together and provide you with the advice you require.

We work with individuals who are growing their wealth, time-poor business owners, and people who are at different stages of retirement to get to where they want to be.  Find out why we are the best financial advisor in Shrewsbury.

Find out more

Financial advisor Shrewsbury reviews on VouchedFor

Don’t just take our word for it – read positive feedback in our clients’ own words. See why our clients trust us as their financial advisor in Shrewsbury.

Reviews and Ratings for Financial adviser David Jamieson, Shrewsbury

Blog

Stay updated by reading the latest news and financial insights from the team. Read about why we are the top financial advisor in Shrewsbury.

19 April 2024

How financial protection could offer security to parents

19 April 2024

6 in 10 Brits are unaware their pension is usually outside of their estate

19 April 2024

5 practical tips that could help you set realistic financial goals

19 April 2024

Fiscal drag is set to increase tax bill for millions of workers despite second National Insurance cut

19 April 2024

The announcement of the new UK ISA marks 25 years of tax-efficient savings

19 April 2024

Running out of money tops retirement concerns, but financial planning could bring peace of mind

19 March 2024

How to calculate the level of income protection that would provide you with financial security

19 March 2024

A concerning fifth of families experience financial worries when planning a funeral

19 March 2024

Have you overlooked speaking to your beneficiaries as part of your estate plan?

19 March 2024

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

19 April 2024

How financial protection could offer security to parents

19 April 2024

6 in 10 Brits are unaware their pension is usually outside of their estate

19 April 2024

5 practical tips that could help you set realistic financial goals

19 April 2024

Fiscal drag is set to increase tax bill for millions of workers despite second National Insurance cut

19 April 2024

The announcement of the new UK ISA marks 25 years of tax-efficient savings

19 April 2024

Running out of money tops retirement concerns, but financial planning could bring peace of mind

19 March 2024

How to calculate the level of income protection that would provide you with financial security

19 March 2024

A concerning fifth of families experience financial worries when planning a funeral

19 March 2024

Have you overlooked speaking to your beneficiaries as part of your estate plan?

19 March 2024

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

Contact us

Our team is here to answer your questions. Get in touch today.

    You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.

    info@2020financialadvice.co.uk

    07837 019822

    15a Belle Vue Road
    Shrewsbury
    SY3 7LN