Jeremy helps his clients meet their financial objectives by focusing on effective tax planning and sound investment solutions. He advises clients on how to save tax efficiently during their working career to maximise their overall pot. He has a hands-on approach and focuses on building long-term, trusted relationships. This allows his clients to leave their financial planning to him and concentrate on the things they most enjoy in life. Whilst he has a passion for retirement planning, he helps his client base prepare for a wide range of milestones in their lifetime.
Jeremy has spent over 35 years as a prominent member of the industry. He began his career in accountancy before spending 22 years with Standard Life working with both corporate and personal clients. He joined Lorica in 2006 establishing their wealth management division before joining Saltus following a successful merger in 2018.
In addition to supporting his clients, Jeremy has always been involved in his local Rugby club. He has both played and coached in days gone by, but more recently travels further afield to watch his son at the weekends. You might also spot him tramping through the countryside with his three flat coated retrievers.
“Jeremy has a hands-on approach, which allows his clients to leave their financial planning to him and concentrate on the things they most enjoy in life.”