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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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.

19 February 2025

How “snowballing” your investments could boost your long-term returns

19 February 2025

Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

19 February 2025

How financial protection may support your wellbeing if you face treatment delays

19 February 2025

Job hopping could be the key to boosting your retirement income

19 February 2025

5 ways financial planning could help you emotionally prepare for retirement

19 February 2025

Looking beyond the numbers when using a cashflow model

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

19 February 2025

How “snowballing” your investments could boost your long-term returns

19 February 2025

Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

19 February 2025

How financial protection may support your wellbeing if you face treatment delays

19 February 2025

Job hopping could be the key to boosting your retirement income

19 February 2025

5 ways financial planning could help you emotionally prepare for retirement

19 February 2025

Looking beyond the numbers when using a cashflow model

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

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