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Jamie Summers
Partner, Investment management

Jamie Summers

Investment management

Areas of expertise

Private clients; trusts; self-invested personal pensions; multi-generational family financial strategy; AIM inheritance tax (IHT) portfolios.

Experience

Jamie has worked in all aspects of private client investment management, offering advice on overall financial strategy to multi-generational family groups, individuals, their business interests, retirement and succession planning.

He has led the firm’s AIM IHT portfolio service since 2008, providing a means of obtaining IHT business property relief for private clients and IFAs through investing in qualifying AIM companies.

Notable achievements

  • Built a solidly and consistently performing AIM portfolio service, which has successfully reduced the potentially taxable estates for a number of clients.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

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