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.