- Jeremy is a Wealth Management and Retirement Planning specialist with particular expertise in the UK Pension transfer market.
- He has previously worked in London for five years for Clerical Medical Investment Group, Pension Specialists and as a broker to independent financial advisers.
- Jeremy holds the Advanced Financial Planning Certificate in Pensions (G60) from the Charted Insurance Institute, a Graduate Diploma in Business Studies endorsed in Personal Financial Planning from Massey University and Bachelor of Arts from the University of Strathclyde.
- Jeremy enjoys spending his spare time with his wife and four children. He also plays masters soccer for Ferrymead Bays Football Club and enjoys a game of Tennis or Squash when he gets the chance.
Jeremy is an Authorised Financial Adviser, contracted to AdviceFirst, and regulated by the Financial Markets Authority.