Society of Later Life Advisers
Jeremy's Qualifications
When Jeremy's at Work
Jeremy began his career in financial services as a Futures Trader on the LIFFE exchange in 1993. After qualifying as a financial planner in 2007, he has continued to provide expert financial planning services.
Jeremy advises a range of clients on various aspects of financial planning, with a particular focus on later life planning, including retirement, Inheritance Tax mitigation, and long-term care advice. Since 2014, he has been a SOLLA Accredited Later Life Adviser and has also been awarded the SOLLA Retirement and Later Life Lending Standards. Jeremy takes pride in the strong relationships he has built with clients and enjoys being a trusted financial planner to them and their families.
When it comes to relaxing
Jeremy is married and has two children. The family shares a love for animals and enjoys spending their spare time exploring the great outdoors.
In his younger days, Jeremy was a keen footballer, and in a bid to relive those glory days, he has recently taken up walking football – though he says it’s far more exciting than it might sound!
Important stuff
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 here to view Jeremy’s.