Jamie Havard

The simplest way to describe what Jamie does is acting as his clients’ financial GP; Jamie’s area of expertise is building personalised financial plans to meet the key life objectives of his clients, reviewing and managing these plans with sound advice, and to support and guide his clients through life’s trials and tribulations, all whilst building long-term relationships based on trust.

Jamie joined Brunel Capital Partners in 2019 from the Office for National Statistics, where he worked as a Statistician analysing Economic Trade Statistics before deciding on a career as a financial planner. His main motivation for becoming a financial planner was to be able to spend more time face-to-face with clients, applying his technical knowledge and eye for detail for the financial wellbeing of his clients, and he hasn’t looked back since.

In his spare time, Jamie can be found belting around the Southwest on his bike with his partner Lizzie, cobbling together new recipes at his home in Bath with their neurotic cat Tiswas, or clocking up the miles rowing on the Avon.