As a highly qualified Director of a Senior Partner Practice of St. James's Place Wealth Management with over 23 years experience helping clients manage their wealth, Jeremy feels he is well placed to offer a truly bespoke service.
Jeremy believes that the achievement of building a successful wealth management practice comes from abiding by a simple mission statement: 'Put the client first'
"Put the client first' is an easy phrase to use, but when your entire business is built on clients recommending you to their closest colleagues, family, and friends, you can understand the importance of this ethos”.
Having graduated with a Masters in Organisation and Management, Jeremy knows how essential focussed planning is and believes that helping clients to visualise and ultimately realise their financial goals is an incredibly rewarding way to ‘earn a crust’.
Having written various articles on finance and education for newspapers and journals, Jeremy is a keen writer, and is currently working on a stage play about – would you believe – the world of finance.