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.

18 September 2024

The gender protection gap: Do you have enough cover?

18 September 2024

Want to support your children through university? Here’s what you may want to consider

18 September 2024

5 practical questions to consider when you’re naming a Lasting Power of Attorney

18 September 2024

How to join the pension treasure hunt and discover “lost” savings

18 September 2024

How “lifestyle financial planning” could help you reach your goals

18 September 2024

Study: Greater freedom means money can buy happiness

19 August 2024

5 interesting figures that prove financial protection could provide a valuable safety net

19 August 2024

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

19 August 2024

Why taking your pension as a lump sum could leave you with a huge tax bill

19 August 2024

4 pragmatic ways your pension could create long-term security for you and your partner

18 September 2024

The gender protection gap: Do you have enough cover?

18 September 2024

Want to support your children through university? Here’s what you may want to consider

18 September 2024

5 practical questions to consider when you’re naming a Lasting Power of Attorney

18 September 2024

How to join the pension treasure hunt and discover “lost” savings

18 September 2024

How “lifestyle financial planning” could help you reach your goals

18 September 2024

Study: Greater freedom means money can buy happiness

19 August 2024

5 interesting figures that prove financial protection could provide a valuable safety net

19 August 2024

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

19 August 2024

Why taking your pension as a lump sum could leave you with a huge tax bill

19 August 2024

4 pragmatic ways your pension could create long-term security for you and your partner

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