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Jeremy Barrett

DipPFS

Jeremy has over 30 years of experience in the private wealth sector and is a founding member of St. James's Place. He specialises in providing bespoke financial planning for private clients, trusts, charities, and corporate entities. His expertise includes tax-efficient investment solutions, asset management and estate planning, focusing on both UK and international strategies.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Circle Wealth Partners is a trading name of Circle Wealth Partners Limited. Circle Wealth Partners Limited is registered in England and Wales, Number 12860069. Registered Office: Chancery House, 30 St Johns Road, Woking, Surrey, GU21 7SA.