About the author
Jamie Donald is the managing director of Donald Wealth Management. Jamie is completely focused on helping other family business owners protect and preserve what they have worked so hard to build up. Having gone through his own succession planning to protect and grow the wealth of his family, he completely understands the importance of providing peace of mind.
He is a Certified and Chartered Financial Planner with over 17 years’ experience in the financial services industry.
His passion for wealth management was formed at an early age. As a child, he had a pretty privileged upbringing, living in Four Oaks just on the outskirts of Birmingham, which is a lovely part of the world. But when he was 15, there was quite a dramatic change in his family circumstances. Suddenly, his father was out working all hours. The usual annual family holiday abroad had been cancelled. Things had changed pretty fast, almost overnight, as he would describe it. It really brought home how fragile financial security can be. Unfortunately, his father's largest corporate client at that time had gone into administration very unexpectedly. When he was 18, he was faced with a very important decision. Should he join the family financial planning business or should he go off to university for three years. With the experience he had at 15 still fresh in his mind, he had great determination to roll up his sleeves and get started straight away in the family business – he wanted to make sure such events couldn’t happen again to his family nor to the families of his clients.
Jamie is regularly quoted in the trade press and is committed to raising the standards and public perception of the financial planning community.
He’s committed to raising his own family and following the unpredictable fortunes of his beloved football team.