Jamie Tulip Retouched
Practice Areas
Financial Planning
Retirement Planning
Wealth Management
Estate Planning
UK Pensions
US Pensions
Swiss Pensions

Jamie Tulip

International Financial Planner

Having spent several years advising expats in Geneva, Jamie now provides expert financial planning and pension advice to clients internationally.

Jamie is a Chartered Financial Planner and Pension Transfer Specialist with the London Institute of Banking & Finance in the UK and a registered financial adviser in Switzerland. Jamie also holds the Series 65 qualification in the United States.

Qualifications
US Series 65
Level 6 Pension Transfers (PETR)
Level 6 Tax, Trusts & Tax Compliance (TTTC)
Level 6 Managing Investments (MANI)
Level 6 Advanced Diploma in Financial Planning (Adv DipFA)
Level 4 Long Term Care & Later Life Planning (CertLTCP)
Level 4 Diploma in Financial Advice (DipFA)
Level 3 Certificate in Mortgage Advice & Practise (CeMAP)
Honours Degree in History
Office
Edinburgh
Contact
[email protected]
T +44 (0)131 6000 625
Back to Our Team
Jamie Tulip Retouched

Jamie Tulip

International Financial Planner

Having spent several years advising expats in Geneva, Jamie now provides expert financial planning and pension advice to clients internationally.

Jamie is a Chartered Financial Planner and Pension Transfer Specialist with the London Institute of Banking & Finance in the UK and a registered financial adviser in Switzerland. Jamie also holds the Series 65 qualification in the United States.

Practice Areas
Financial Planning
Retirement Planning
Wealth Management
Estate Planning
UK Pensions
US Pensions
Swiss Pensions
Qualifications
US Series 65
Level 6 Pension Transfers (PETR)
Level 6 Tax, Trusts & Tax Compliance (TTTC)
Level 6 Managing Investments (MANI)
Level 6 Advanced Diploma in Financial Planning (Adv DipFA)
Level 4 Long Term Care & Later Life Planning (CertLTCP)
Level 4 Diploma in Financial Advice (DipFA)
Level 3 Certificate in Mortgage Advice & Practise (CeMAP)
Honours Degree in History
Office
Edinburgh
Contact
[email protected]
Call

No reviews found

Back to Our Team
Calendar
0
Years
Clients
0+
Clients
Countries
0
Countries
Worldwide
Licences
0
International
Licences

Please complete the form below with your details and we will get back to you as soon as possible.

FC laptop 2
You must enable javascript to view this website