Jeremy Whately-Smith

I have had a successful career within the Financial Services Sector for over 30 years, beginning my career as a stockbroker in the city of London. I specialise in working with professional people, high net worth individuals and businesses. These include Company Directors, Barristers, Lawyers, Army Officers and City Professionals, thus have an in depth knowledge of their requirements.

At our practice we specialise in the areas of Investments, Inheritance Tax Planning, Wills* and Retirement Planning.

Rebecca Peck

Rebecca has recently joined the practice as my PA. She looks forward to dealing with existing and new clients of the practice. She has worked in the field of Customer Services and office administration for the last 10+ years. She is married to Mike and has a 18 month old Son Daniel.

*Wills are not regulated by the Financial Services Authority and are a separete and distinct service to those offered by St. James's Place

Our Services     more

Investment Solutions     more

Inheritance Tax Planning     more

Guaranteeing Our Advice     more

Working with other specialists     more