Jamie Tulip

Jamie Tulip

Jamie Tulip is a Chartered Financial Planner and Pension Transfer Specialist who has worked in financial services for 13 years.

Jamie is a registered Financial Planner in Switzerland, having spend over 3 years living and advising in Geneva.

He is also a registered investment adviser representative in the US, and since returning from Switzerland in 2020 has become an integral part of the UK team in our Edinburgh Head Office.

Jamie achieved Chartered Status in 2021 and provides specialist advice in the UK, Switzerland and the US.

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Qualifications

• US Series 65
• Level 6 Advanced Diploma in Financial Planning
• Level 6 Pension Transfers (PETR)
• Level 6 Managing Investments (MANI)
• Level 6 Tax, Trusts and Tax Compliance
• Level 4 Long Term Care & Later Life Planning
• Level 4 Diploma in Financial Advice (DipFA)
• Level 3 Certificate in Mortgage Advice & Practise (CeMAP)
• Honours Degree in History