Jamie Sorbie DipPFS BSc (Hons)
Trainee Financial Adviser
Jamie initially began his studies at the University of Reading, completing with a first-class degree in Mathematics in 2016. Soon after leaving University, Jamie decided to enter the financial services industry, working for Atkins Bland within the Investment analytical team since 2016.
Having completed the Diploma in Regulated Financial Planning in 2020 with Distinction, Jamie is now studying as a trainee financial adviser working closely with Kevin Bland and Rob Carter currently involved in helping the advisers with their day-to-day tasks with particular areas of interest in investments, pensions, retirement planning and personal tax planning.
In Jamie’s words:
“I believe the key to being a good adviser is having the level of technical knowledge required but more importantly the ability to listen and connect with what really matters to clients”.
Jamie’s spare time tends to involve sports (either playing or watching) is an avid cricket, football, American football, and golf fan!
Tel: 01202 861617