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Jamie Allan

Jamie Allan of JWA Financial Planning Ltd is based in Cardiff. Jamie has up to 19 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD11 - Pension transfer specialist
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
Responsibility for MCD Intermediation
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Robert Paul Allan15/04/2009 to 08/12/2019
Abram Partnership Ltd16/11/2010 to 08/12/2019
JWA Financial Planning Ltd15/10/2013 to 30/05/2018
The Tavistock Partnership Limited31/03/2017 to 30/05/2018
SANLAM PARTNERSHIPS LIMITED15/07/2015 to 24/07/2017
Financial Limited02/10/2013 to 15/07/2015
Quilter Wealth Ltd02/04/2012 to 31/10/2013
Quilter Financial Services Ltd15/04/2009 to 01/04/2012
Excelsior Mortgage Solutions Ltd27/01/2005 to 28/09/2007
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.