Jamie Shepperd joined COURTIERS in May 1988 after working for a large financial institution in the city. Appointed to the main board of COURTIERS in 1996, Jamie became one of the controlling Directors in 1998. In April 2004, following a restructuring of COURTIERS Jamie was appointed Chief Executive Officer.
As CEO, Jamie is responsible for setting COURTIERS’ business strategy, development of the business and ensuring that COURTIERS maintains a strong and efficient management team.
Jamie is a Fellow of the Securities and Investment Institute (FSI), holds the Financial Planning Certificate (FPC), Diploma in Financial Planning (Dip PFS) and the Administration of Trusts Certificate and Administration of Estates Certificate from the Society of Trusts and Estate Practitioners (STEPS).
Born in 1966, the year the great late Sir Bobby Moore lifted the World Cup for England, Jamie is a football fanatic. Jamie is married with three children and can often be seen running up and down the touchline supporting his son’s football team or being personal chauffeur to his daughters.
COURTIERS is a Financial Services Company that provides tax and investment planning to:-
- High Net Worth Individuals via COURTIERS Discretionary Investment Management Service. Individual clients & families on average entrust COURTIERS with in excess of a quarter of a million pounds each.
- Companies via COURTIERS Employee Benefit Service. COURTIERS provides tailor made employee benefit solutions for their clients, these can range from the traditional Pension, Private Medical Insurance and Death in Service schemes to more flexible benefits such as Nursery Vouchers and Cycle to Work. Well know clients include Brita Water Filters, Grundon and Motorola.