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Jeremy Pope

FPFS Chartered Financial Planner

Professional career

Jeremy commenced his working life with Lloyds Bank in 1989, and quickly progressed to Senior Financial Planning Consultant, working closely with corporates. Looking for the next step, Jeremy switched working for a corporation to working with his own clients and became an Independent Financial Adviser in 1998.  

There's not much Jeremy doesn't know about pensions, acquiring specialist knowledge in the complex area of pension planning and the options available at retirement. This high level of expertise and his breadth of finance knowledge has been well rewarded, with Jeremy receiving the accolade of Chartered Financial Adviser and the Fellow of the Personal Finance Society.  

As all of Jeremy’s clients will testify, Jeremy is a highly respected and trusted adviser.  He boasts an effortless track record in building long-term relationships, with many of his clients remaining under his guidance for 20 years and more. 


Qualifications

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


Diploma Level

MAQ – Mortgage Advice Qualifications

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 Practise 

R08 – Pensions Update 


Certificate Level

FPC – Financial Planning Certificate

ER1 – Equity Release

CF8 – Long Term Care


Out of the office

Pensions maybe his passion, but Jeremy can often be found on a ski slope, running with his dog or paddle-boarding. Maidenhead born and bred, Jeremy is also partial to a spot of camping and enjoys fine food and fine company.    


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