Meet Our New Paraplanner, Jamie Dawson


We’re excited to announce Jamie Dawson as the newest member of our Paraplanning team.

Jamie is currently working towards a full Financial Planning qualification. He is passionate about helping people unlock their future through structured financial planning, allowing them to achieve their goals.

Following his appointment, Jamie said the following:

“I wanted to work within a team which is forward thinking and promotes a healthy culture where different individuals from various backgrounds can work together and feel valued as part of the firms success”.

Jamie has been in the financial advice and planning industry since 2019, working as part of a paraplanning team throughout. He plans to progress to becoming a financial planner with the support of the firm.

In his personal life Jamie is a keen footballer and is looking forward to joining the firms regular Monday night games. He also enjoys spending time with family, taking the dog for a walk and exploring the surrounding areas of his new home in Newport.