Jeremy started his career in 1989 when he went to work with one of the major high street banks, progressing to the position of Senior Financial Planning Consultant, within the corporate sector, before leaving to work with a small firm of Independent Financial Advisers in 1998. In 2000 Jeremy joined Century Financial Planning, shortly after the firm started trading in 1999. Jeremy has specialist knowledge in the complex area of pension planning and the options available at retirement.
Jeremy is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest level of qualification available from the Personal Finance Society.
Jeremy has lived in Maidenhead for many years and the majority of Jeremy’s clients either live or work in the local area.
Chartered Financial Planner
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Advanced Diploma Level
G60 – Pensions
AF1 – Personal Trust and Tax Planning
AF3 – Pension Planning
AF5 – Financial Planning Process
MAQ – Mortgage Advice Qualification
J01 – Personal Taxation
J02 – Trusts
J04 – Pension Funding Options
J05 – Retirement Options
J07 – Supervision in a regulated environment
R02 – Investment Principles and Risk
R06 – Financial Planning Practice
R08 – Pensions Update
FPC – Financial Planning Certificate
ER1 – Equity Release
CF8 – Long Term Care