He is a Chartered Financial Practitioner and holds the ACCI qualification. Jeremy has developed particular experience in the at-retirement market, supporting clients as they make important decisions about their retirement and financial planning arrangements.
Jeremy believes in taking the time to understand each client’s individual circumstances, needs and objectives. He works closely with clients to explain financial matters in a clear and straightforward way, helping them understand the options available to them and make informed decisions.
What Jeremy enjoys most about his role is meeting a wide variety of people and helping them address the financial considerations that are important to them. He values building long-term professional relationships and supporting clients as their circumstances and objectives evolve over time.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.