Jamie Parker — Independent Financial Adviser in Macclesfield
About Jamie Parker
Jamie Parker is a Wealth Planner at Mattioli Woods with 21 years’ experience in financial services, helping high-net-worth individuals, families and business owners achieve greater clarity and confidence around their finances. Jamie entered financial services shortly after university, initially taking a role supporting financial advisers. What began almost by chance quickly developed into a career he has continued to enjoy for more than two decades. He particularly values the variety of financial planning and the opportunity to build long-term relationships with clients. Jamie advises across wealth planning, Inheritance Tax, investments and pensions, supporting clients through a wide range of financial decisions. His experience spans everything from helping retired clients plan sustainable income and ensure they have enough to enjoy their lives, to working with business owners on complex tax strategies around significant company sales. For Jamie, the relationship is central to effective financial planning. He believes that taking the time to understand a client as a person, rather than simply looking at their finances, leads to better conversations and more meaningful advice. He enjoys getting to know clients in their own homes and learning about the people and experiences behind the financial decisions they are making. Over time, Jamie believes the depth of a client relationship allows him to add greater value, as trust and familiarity create the opportunity for more open and productive conversations about their future. Outside work, Jamie enjoys spending time with his two children, regularly taking his eldest to football training. He also enjoys playing golf whenever he gets the chance.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
- Business & Exit Planning
Qualifications
Diploma In Financial Planning
Regulation
Jamie Parker is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Jamie Parker an FCA-regulated financial advisor?
Yes. Jamie Parker is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Jamie Parker offer?
Jamie Parker offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Jamie Parker?
Fees vary depending on the service, the complexity of your situation and the assets involved. Jamie Parker will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Jamie Parker is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Jamie Parker?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Jamie Parker directly through the contact form.
Does Jamie Parker work with clients outside Macclesfield?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Jamie Parker is based in Macclesfield but you can confirm preferred meeting locations and video options when you book your initial call.