Jeremy has been an IFA for 17 years. He previously worked with a top 50 UK accountancy firm within their financial planning arm. Prior to that he worked in personal tax and accountancy advisory roles.
Jeremy’s past experience means he is used to working closely with other professionals for mutual clients. He specialises in Retirement and Tax planning particularly with inheritance tax . His niche areas have been working with clients who are approaching or attaining retirement and looking after the needs of elderly clients with the significant changes they face . Jeremy is also fully qualified to advise on Long Term Care planning.
Jeremy enjoys music playing the piano and organ, holds various responsibilities at the church he attends and likes to keep learning about history. In his spare time he enjoys travelling having visited parts of Europe and Africa, gardening, walking, good food with friends and family, whether at home or eating out, and reading.
Direct Dial: +44 (0) 1923 725 127
Mobile: +44 (0) 7827 998434