Jeremy Whately-Smith
About Jeremy Whately-Smith
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.

Caroline Keith

Caroline has recently joined the practice as practice manager. As well as having been a client of
St. James's Place for some considerable time, she has had many years experience running her own business and is a top class organiser. She ensures that a high level of service is provided and maintained to clients.


*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