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.

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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 July 2024

How to use life insurance to cover a future Inheritance Tax bill for your family

15 July 2024

Higher-rate taxpayers: Beware of the 60% tax trap

15 July 2024

Why the “4% rule” could put your retirement finances at risk

15 July 2024

78% of retirees could be missing out on investment returns by accessing their pension early

15 July 2024

How “time travelling” as part of your financial plan could help you secure your goals

15 July 2024

The surprising effect your childhood has on your money mindset

18 June 2024

Uncertainty drives record numbers to take out income protection. Here’s what you need to know

18 June 2024

Explained: When do you need to declare the interest earned on savings?

18 June 2024

3 practical ways you could reduce your tax bill in retirement

18 June 2024

3 fantastic benefits of leaving a charitable legacy in your will

15 July 2024

How to use life insurance to cover a future Inheritance Tax bill for your family

15 July 2024

Higher-rate taxpayers: Beware of the 60% tax trap

15 July 2024

Why the “4% rule” could put your retirement finances at risk

15 July 2024

78% of retirees could be missing out on investment returns by accessing their pension early

15 July 2024

How “time travelling” as part of your financial plan could help you secure your goals

15 July 2024

The surprising effect your childhood has on your money mindset

18 June 2024

Uncertainty drives record numbers to take out income protection. Here’s what you need to know

18 June 2024

Explained: When do you need to declare the interest earned on savings?

18 June 2024

3 practical ways you could reduce your tax bill in retirement

18 June 2024

3 fantastic benefits of leaving a charitable legacy in your will

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