I provide face-to-face advice and specialise in meeting the financial needs of both private and business clients. Once I understand what needs to be done I then set about building a flexible, robust financial plan that best meets the stated objectives. I do not provide off-the-shelf (or off-the-web) solutions.

I am a member of the Chartered Insurance Institute and by examinations I hold the Advanced Financial Planning Certificate. This qualification is proof of my wide knowledge on financial matters and associated subjects, for example: the setting up of trusts*. I am qualified for professional membership of the Personal Financial Society.

If you would like to attend a seminar to discover more about the distinctive and highly successful way St. James's Place manage client monies then please click here

Jeremy Harrison

*Trusts are not regulated by the Financial Services Authority.