Area of Expertise: Pensions, Investments, Protection, Inheritance Tax Planning, Trustee and Corporate Investments, Tax Planning, Financial Review.
Jeremy has worked for a number of Independent Financial Advisers and insurance companies, achieving his Chartered qualification in 2013. He has also previously worked as an adviser.
Together with the Wealth Management Team, Jeremy assists the firm's Independent Financial Advisers in various ways, including research and preparing recommendations, with the ultimate aim being to ensure that clients are happy and can achieve their financial goals.
Away from work Jeremy enjoys playing golf, captaining a local pool team and watching Tottenham Hotspur play.
Supervisor: Amy Urquhart
- Worked in Financial Services since 1987
- Qualified as a Chartered Financial Planner in 2013
- Started with Chattertons in January 2021