Jeremy commenced his working life with a leading high street bank in 1989, and quickly progressed to Senior Financial Planning Consultant, working closely with corporates. Looking for the next step, Jeremy switched working for a corporation to working with his own clients and became an Independent Financial Adviser in 1998.
There's not much Jeremy doesn't know about pensions, acquiring specialist knowledge in the complex area of pension planning and the options available at retirement. This high level of expertise and his breadth of finance knowledge has been well rewarded, with Jeremy receiving the accolade of Chartered Financial Planner and Fellow of the Personal Finance Society.
As all of Jeremy’s clients will testify, Jeremy is a highly respected and trusted adviser. He boasts an effortless track record in building long-term relationships, with many of his clients remaining under his guidance for 20 years and more.
Chartered Financial Planner
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Advanced Diploma Level
G60 – Pensions
AF1 - Personal Trust and Tax Planning
AF3 – Pension Planning
AF5 – Financial Planning Process
Diploma Level
MAQ – Mortgage Advice Qualifications
J01 – Personal Taxation
J02 – Trusts
J04 – Pension Funding Options
J05 – Retirement Options
J07 – Supervision in a regulated environment
R02 – Investment Principles and Risk
R06 – Financial Planning Practise
R08 – Pensions Update
Certificate Level
FPC – Financial Planning Certificate
ER1 – Equity Release
CF8 – Long Term Care
Pensions maybe his passion, but Jeremy can often be found on a ski slope, running with his dog or paddle-boarding. Maidenhead born and bred, Jeremy is also partial to a spot of camping and enjoys fine food and fine company.
