Jeremy Over
Financial Planner

Get to know Jeremy
Jeremy’s career began at 18 on the London International Financial Futures Exchange, first as a broker and later as a trader. After five years as a property developer in Spain, he retrained as a financial planner and discovered a career he genuinely loves.
His specialisms include retirement, inheritance tax and long-term care planning. Personal experience of caring for family members inspired Jeremy to support people facing the complex and emotional decisions that can accompany later life. A SOLLA-accredited Later Life Adviser for more than a decade, he also works with deputies, trustees, business owners and families.
Travel and outdoor adventures with his wife and two children are an important part of Jeremy’s life. He has also returned to football, albeit the walking variety.
Professional Standing
All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).
You can click below to view Jeremy’s FCA Register Profile.