Jeremy has been an IFA for 20 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.