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Jamie Flook

Jamie Flook

Financial Planner

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Bridgend

About me

I am a financial planner at Magenta Financial Planning and you can usually find me dividing my time between my home in a village called Claverham, just outside of Bristol, and Bridgend, where the Magenta office is based.

I live with my partner in an old cottage, and we are soon to get a golden retriever once we’ve got through most of the to-do list of DIY jobs!

I enjoy running and walk lots in the local area and love to listen to podcasts when I’m on the road travelling.

I’m passionate about helping out three types of people: 1) women 2) those who want their money to go good in the world 3) those going through a big change in life.

At Magenta we know that women are massively underserved when it comes to getting financial planning help that speaks to them and that they can trust. We have a team of predominantly women providing first class advice to women. I’m the only man in the company, making me the man at Magenta!

Magenta are proud members of UK Sustainable Investment Foundation (UKSIF) and have lots of experience helping our clients make their money do good in the world, whilst ensuring they are financially secure themselves.

Most of our clients come to us when change is on the horizon, whether it is retirement, or a change in family circumstances. We have seen it all and we take the time to really understand what you’re going through and how we can best help.

My details

I like helping people on:

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Inheritance planning

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Pensions - I’m approaching retirement

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Socially responsible investing

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Investment guidance

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee