Jeremy joined St. James's Place in 2000, originally known as the J. Rothschild Partnership, after finishing his law degree. In 2010, he was recognised by the Directors of the company by the award of the title of Senior Partner. In 2011, he was awarded the title of Chartered Financial Planner which is the prestigious industry award by the Chartered Insurance Institute (CII). Chartered Status is the professional’s gold standard for Financial Planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.
Whilst Jeremy specialises in the areas of Investment Planning, Retirement Options and Inheritance Tax Planning, he believes in providing holistic financial planning built on long-term relationships, with a thorough understanding of every individual’s circumstances. He also believes passionately in looking after his clients through life’s financial journey, in order to help them achieve their goals and aspirations.
Jeremy spends his time between London and Market Harborough, where he lives with his wife, two young daughters and two dogs and is an avid rugby fan.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.