About us

Jeremy started his financial services career in 1988 and has built up a successful financial services Practice, based on core values focusing upon offering an expert financial service of distinct quality, integrity and excellence, which in turn gives financial peace of mind to both personal and business clients. 

Working alongside his team of highly experienced financial advisers in their King’s Lynn Offices; Jeremy can offer advice on all areas of financial planning, through being a Senior Partner of the St. James's Place Partnership. 

Providing a range of financial services including investment planning, retirement planning, inheritance tax planning, business financial services for shareholders, mortgage advice and access to a specialist cash management service, clients can be confident in knowing their financial goals are well understood. 

Jeremy‘s main hobbies include spending time with the family, travel, various sports and enjoying the North Norfolk coast. 

Charities currently sponsored include the St. James's Place Charitable Foundation, which supports good causes both home and abroad. 

Your home may be repossessed if you do not keep up repayments on your mortgage.