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 expert 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 expert 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.

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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.

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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.

15 November 2023

How much life insurance will provide your family with security?

15 November 2023

Why investing could hold the key to becoming an ISA millionaire

15 November 2023

How to help your family manage your affairs when you pass away

15 November 2023

Business owners, don’t take Willy Wonka’s chance approach to succession planning

15 November 2023

Don’t overlook trusts, they could be a useful way to pass on wealth

15 November 2023

4 annuity myths that could mean you’re missing out on security in retirement

18 October 2023

5 common mistakes when writing a will that a solicitor could help you avoid

18 October 2023

How to make happiness part of your financial plan

18 October 2023

3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

18 October 2023

5 useful conversations to have this Talk Money Week

15 November 2023

How much life insurance will provide your family with security?

15 November 2023

Why investing could hold the key to becoming an ISA millionaire

15 November 2023

How to help your family manage your affairs when you pass away

15 November 2023

Business owners, don’t take Willy Wonka’s chance approach to succession planning

15 November 2023

Don’t overlook trusts, they could be a useful way to pass on wealth

15 November 2023

4 annuity myths that could mean you’re missing out on security in retirement

18 October 2023

5 common mistakes when writing a will that a solicitor could help you avoid

18 October 2023

How to make happiness part of your financial plan

18 October 2023

3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

18 October 2023

5 useful conversations to have this Talk Money Week

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