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Jamie Waters

Chartered ALFBF

Having worked in Financial Services since 1989 I have developed a passion for building long term trusted relationships with my clients. Every client and their personal circumstances are unique and I really enjoy taking the time to understand what is important to them, both personally and financially so that I can help them plan to achieve their goals and objectives.

About

I was pleased to accept an invitation to join St. James's Place in 2016. Based in Leighton Buzzard, I provide friendly, jargon free advice to individuals and businesses predominantly in Bedfordshire and surrounding Counties, although I have clients much further afield and I am happy to take enquiries from potential new clients across the UK.

I have been working in Financial Services for over 35 years gaining extensive knowledge and valuable industry experience, having worked for a number large financial institutions including Barclays, Halifax and Nationwide Building Society, as well as enjoying a number of years as an independent financial adviser and Stockbroker.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I have achieved the prestigious qualification of becoming a Chartered Associate of The London Foundation for Banking & Finance, as well as becoming a Certified Mortgage Adviser and Certified Professional in Financial Advice.

My emphasis is on providing an outstanding face to face financial advice service to my clients, designed to help them meet their individual needs and objectives. Financial services can be a complex subject with an ever changing regulatory landscape. My aim is to explain these changes and provide advice in a way that my clients can easily understand.

In life, things happen! Sometimes circumstances and plans change. Regular review meetings are a key part of my ongoing advice proposition to ensure that together we can discuss those situations, adjust our plans where required and ensure that with my help they continue to meet our clients objectives. I am very proud that my Practice has grown through positive referrals from existing clients recommending my services to their friends, family and colleagues.

Outside of my business, I am a husband and Dad to 2 Daughters. I enjoy spending most of my free time with my family and I can often be found volunteering as a Linesman on a Saturday morning for my Daughters local football team. I also enjoy running although as I get older, this tends to be at a much more leisurely pace.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Chartered Associate - LIBF

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 28/05/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Rushmere Financial is a trading name of Rushmere Financial Planning Ltd. Rushmere Financial Planning Ltd is registered in England and Wales, Number 16081617. Registered Office: C/O Kilvington Solicitors Westmorland House, Market Square, Kirkby Stephen, Cumbria, CA17 4QT.