About Me
I am dedicated to helping you achieve your financial goals.
We provide comprehensive wealth management services to help you grow and protect your assets.
Our retirement planning services help you create a secure financial plan for your future.
Our expat planning services help you navigate the complex realm of international finance and investing.
Who Am I
Meet Jamie R Murgatroyd
Embarking on my journey as a junior Business Development Manager, I quickly recognized the gaps in the financial industry – a lack of genuine care for both team members and clients alike. Through years of dedication and skill development, I observed a prevailing theme among potential clients: dissatisfaction with their current managers’ poor service, inadequate communication, and a lack of genuine interest in their well-being. Many expressed frustration over confusing fee structures, suboptimal performance, and the absence of regular reviews.
Driven by a passion to revolutionize this landscape, I committed to establishing my career by providing the service that clients not only want but truly need. My mission is to ensure everyone I work with feels comfortable with recommended products and services, comprehends all associated fees, and receives a meticulously tailored plan aligned with their individual needs.
Clients under my care can rest assured, knowing I am just a phone call away for assistance or changes. I firmly believe in empowering my clients through knowledge, educating them on the processes involved, and enhancing their understanding of proposed products and services.
Security and peace of mind are paramount. All recommended products and services are fully regulated and insured in their respective jurisdictions. Adding an extra layer of security, we do not have direct access to clients’ funds. Every decision, change, deal, or trade requires client approval, ensuring total control and transparency over their assets. Let’s connect via video to delve deeper into how I can offer you the security and financial peace of mind you deserve.
Being a member of WhiteKnight, I have access to an extensive range of solutions, products, and experience available. WhiteKnight is an Independent Firm not Corporate and all of its members and I are able to freely search the entire market for what solutions are going to work best for you. You can find out more here – www.whiteknightwealth.com/