Jeremy Jackson BA(Hons), FPFS

Chartered Financial Planner

Jeremy is a Chartered Financial Planner at BlueSKY Chartered Financial Planners with over 20 years’ experience in financial services. He is a Fellow of the Personal Finance Society by examination.

As a Chartered Financial Planner, Jeremy specialises in the provision of advice and production of reports on the financial aspects of divorce and how to divide assets effectively and efficiently between couples. Typical reports will detail how pensions should be shared to produce either equal incomes or other specified scenario and comply with Part 25 of the Family Procedure Rules 2010. This work is normally introduced to us by Solicitors, Accountants, Actuaries and Mediators.

Qualifications

  • Chartered Financial Planner (Fellow)
  • Advanced Financial Planning Certificate (AFPC)
    • AF1 – Personal Tax & Trust Planning
    • AF3 – Pension Planning
    • AF4 – Investment Planning
    • AF5 – Financial Planning
  • In addition, Jeremy has numerous supplementary qualifications awarded by the Chartered Insurance Institute (CII)

Career History

Sep 2014 – to date
Chartered Financial Planner – BlueSKY Chartered Financial Planners
Mar 2010 – Aug 2014
Technical and Investment Proposition Manager – Chiltern House Partnership
Nov 2007 – Mar 2010
Paraplanner – Employee Benefits Corporation
April 1997 – Oct 2007
Various roles in administration, compliance and sales for AXA Wealth and Prudential Assurance Co