Jamie Pollard Email & Phone Number | After completing six successful years in European Equities Sales at Morgan Stanley, in 2013 I made the decision to take my career in a different direction and join the world of Private Wealth Management. After extensive research, I chose to become a Partner Practice of what I truly believe to be the highest quality offering in the industry – St. James’s Place. Having initially operated as a sole trader, I subsequently set up as a partnership with my wife, Clare, a pensions lawyer, and now act as the Principal Adviser of Pollard Wealth Management. I am fully qualified in the Diploma in Regulated Financial Planning with expertise across the complete spectrum of wealth management services, encompassing areas such as pension, investment, protection and tax planning, including Inheritance Tax. As part of the St. James's Place Group, I also enjoy close links with other Partner Practices and carefully selected third-party providers who offer exemplary service across many other areas, such as Mortgages, Specialist Insurance and Corporate Financial Planning – a genuinely holistic offering. At its core, I see my role as one of financial problem-solving. I work with clients to provide personally tailored wealth management solutions that reflect what’s most important to them. Coupling this with a focus on maintaining a long-term relationship, I look to be a source of trusted advice for my clients for many years to come. Outside of working life, I enjoy spending time with my young family, socialising with friends, playing golf and cricket and generally keeping fit. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The Partner / Partner Practice is an Appointed Representative of, and represents only, St. James's Place PLC (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved on 31/07/2024

Jamie Pollard

After completing six successful years in European Equities Sales at Morgan Stanley, in 2013 I made t...
Malham, England, United Kingdom

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Jamie Pollard’s Email jamie.pollard@sjp.co.uk

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Jamie Pollard’s Location Malham, England, United Kingdom

Jamie Pollard’s Current Industry St Jamess Place Wealth Management

Jamie Pollard’s Prior Industry Morgan Stanley

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Work Experience

St Jamess Place Wealth Management

Principal Adviser & Practice Founder - Pollard Wealth Management

2013-05-01 00:00:00 - Present

Morgan Stanley

Vice President - Equities Sales

2007-07-01 00:00:00 - 2013-05-01 00:00:00

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FAQ About Jamie Pollard

Jamie Pollard is located at
Malham, England, United Kingdom

Jamie Pollard is a After completing six successful years in European Equities Sales at Morgan Stanley, in 2013 I made the decision to take my career in a different direction and join the world of Private Wealth Management. After extensive research, I chose to become a Partner Practice of what I truly believe to be the highest quality offering in the industry – St. James’s Place. Having initially operated as a sole trader, I subsequently set up as a partnership with my wife, Clare, a pensions lawyer, and now act as the Principal Adviser of Pollard Wealth Management. I am fully qualified in the Diploma in Regulated Financial Planning with expertise across the complete spectrum of wealth management services, encompassing areas such as pension, investment, protection and tax planning, including Inheritance Tax. As part of the St. James's Place Group, I also enjoy close links with other Partner Practices and carefully selected third-party providers who offer exemplary service across many other areas, such as Mortgages, Specialist Insurance and Corporate Financial Planning – a genuinely holistic offering. At its core, I see my role as one of financial problem-solving. I work with clients to provide personally tailored wealth management solutions that reflect what’s most important to them. Coupling this with a focus on maintaining a long-term relationship, I look to be a source of trusted advice for my clients for many years to come. Outside of working life, I enjoy spending time with my young family, socialising with friends, playing golf and cricket and generally keeping fit. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The Partner / Partner Practice is an Appointed Representative of, and represents only, St. James's Place PLC (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved on 31/07/2024

Jamie Pollard currently works in the St Jamess Place Wealth Management |

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Jamie Pollard has prior
experience in the following industries:
Morgan Stanley

Jamie Pollard has the following professional experience:
St Jamess Place Wealth Management | Morgan Stanley

You can view Jamie Pollard’s LinkedIn profile at LinkedIn URL

Jamie Pollard’s work email
addresses are
jamie.pollard@sjp.co.uk

St Jamess Place Wealth Management |

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