Chartered Financial Planner
Jeremy has worked in financial services since 1998 and has been a Chartered Financial Planner at BlueSKY for six years. Jeremy heads up our Investment Committee and the BlueSKY Investment Process which we are very proud of.
Jeremy specialises in working with people at retirement age to help them get the most from their pension assets and also with those who are seeking help with estate planning and want to pass on wealth to the next generation.
He is a Fellow of the Personal Finance Society (PFS) which is the highest accreditation awarded by the PFS.
Out of work, Jeremy enjoys spending time with family and friends, being outdoors and attending live music and sporting events. He also likes to read books, rustle up dishes in the kitchen and make his garden look beautiful.
- Family time
- Great food
- Being by the sea
- Walking my dogs
- Proper beer
- Poor customer service
- Reality TV
- Inconsiderate people
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Jeremy’s entry here.
Furthermore, 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 should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Jeremy’s.