As a highly qualified director of a Senior Partner Practice of St. James's Place Wealth Management with over 23 years of 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 family, friends, and closest colleagues, you can understand the importance of this ethos.
Having graduated with a Masters in Organisation and Management, Jeremy knows how essential focused 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.
Having been introduced to Jeremy over 15 years ago he has been instrumental in all my personal financial decisions in terms of investments, mortgages and retirement planning. The quality of service received has always been of an extremely high standard and with this in mind, I have always been pleas...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.