Independent Financial Advisor Shrewsbury

Our Independent Financial Advisor helps people in Shrewsbury and the surrounding areas towards peace of mind about their financial future.

About us

Our Professional Financial Advisor in Shrewsbury, David Jamieson, has been helping people create financial plans since 2018. A Chartered Associate of the London Institute of Banking & Finance, David’s focus is on helping people to try to meet their long-term 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 could benefit you from the moment it is implemented.

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Learn more about our Independent Financial Advice Services 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 about our Independent Financial Advice Services in Shrewsbury.

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Financial advisor Shrewsbury reviews on VouchedFor

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Reviews and Ratings for Financial advisor David Jamieson, Shrewsbury

Blog

Stay updated by reading the latest news and financial insights from 2020 Financial Advice. Read about our financial advice services in Shrewsbury.

15 January 2025

How to pass on assets to vulnerable family members

15 January 2025

How do you become an ISA millionaire? Investment returns could be key

15 January 2025

3 important variables that could affect your sustainable pension withdrawal rate

15 January 2025

Fiscal drag: How threshold and allowance freezes affect you

15 January 2025

Research: Financial stability could be the key to retirement happiness

15 January 2025

Why building emotional resilience could improve your finances

04 December 2024

The pros and cons of choosing joint life insurance

04 December 2024

How creating a care fund could provide you with essential protection later in life

04 December 2024

How to turn your child’s Christmas gifts into a nest egg

04 December 2024

Research: The perils of chasing stock market “winners”

15 January 2025

How to pass on assets to vulnerable family members

15 January 2025

How do you become an ISA millionaire? Investment returns could be key

15 January 2025

3 important variables that could affect your sustainable pension withdrawal rate

15 January 2025

Fiscal drag: How threshold and allowance freezes affect you

15 January 2025

Research: Financial stability could be the key to retirement happiness

15 January 2025

Why building emotional resilience could improve your finances

04 December 2024

The pros and cons of choosing joint life insurance

04 December 2024

How creating a care fund could provide you with essential protection later in life

04 December 2024

How to turn your child’s Christmas gifts into a nest egg

04 December 2024

Research: The perils of chasing stock market “winners”

Contact us

Our advisor 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

    1 Bufton Close
    Shrewsbury
    SY3 8FH