Courtiers Wealth Management
Courtiers Wealth Management

Our People

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Jamie Shepperd

Chief Executive Officer

01491 570308

At Courtiers

Jamie joined Courtiers in 1988 as an Adviser. Following his appointment to the board eight years later, in 2004 Jamie became Chief Executive Officer of the Courtiers Group.

As CEO, Jamie’s role is to build Courtiers and set its course for the future, identifying and setting broad strategic goals while considering those of a strong and efficient senior management team, which he is responsible for maintaining. While the ability to meet any goal is paramount, Jamie ensures the business remains aligned with everyone moving in the same direction.

Background / Experience

Jamie worked for a large financial institution in the city prior to joining Courtiers. His background and experience in the industry see him as a Chartered Fellow of the Securities and Investment Institute (FCSI), with a Diploma in Financial Planning (Dip PFS). He also holds the Administration of Trusts Certificate and Administration of Estates Certificate from the Society of Trusts and Estate Practitioners (STEPS).

Outside Work

Jamie is married with three children and a granddaughter. While not steering the business or busy on family duties, Jamie loves traveling with his wife Anne-Marie or the whole family. He is a keen spectator of sport, and in particular shares a passion with Anne-Marie for horse racing. Together they own a number of horses, and can often be seen at the racecourse or on the gallops come rain or shine, watching their string working out.

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