Jeremy joined Lucas Fettes Financial Planning in 2013. He has worked in financial services for over 15 years and advises both private and corporate clients. Prior to this, Jeremy’s background was insurance underwriting at Lloyd’s of London.
He takes a holistic approach to advising that encompasses all aspects of his client’s circumstances with the aim of building a long-term financial plan with specific goals. Jeremy seeks to ensure his clients are free from anxiety and confident about their future. His specialisms include pensions, investments, trusts, and Inheritance Tax planning.
Jeremy likes to cook, cycle and to read historical fiction (especially CJ Sansom).