Jeremy Farrant

I provide wealth management services to people who appreciate professional, personal and tailored financial advice. My emphasis is on building and maintaining long-term relationships with my clients and to be their source of trusted and straightforward advice as their financial needs evolve over time. I focus on tax efficient investments, retirement (pensions) and inheritance tax/estate planning. I have nearly 20 years of broad experience in client focused financial advice and planning for private individuals, business owners, partners and directors and other professionals such as solicitors, accountants and GPs. In 2016 I obtained the highly regarded Chartered Financial Planner qualification and also an elected Fellow of the Personal Finance Society. This, along with continuing professional development, gives me a high level of technical expertise, enabling me to offer high-level, comprehensive and specialist advice to my clients. I support this with the latest cash flow modelling tools for bespoke analysis and planning. GENERAL BACKGROUND: After obtaining a law degree from Durham University, I spent over ten years working for two different UK companies in a range of commercial roles. From this experience, I found I enjoyed an interactive, solution-based role with variety and challenge. As a deliberate career change, I entered the financial services industry in 2005 and qualified (DipPFS) as an IFA and stockbroker with a London based firm. In 2008, amidst the financial crisis, I took the opportunity to become a St. James's Place (SJP) Adviser in an established Practice based in Hertfordshire. I spent several years there dealing with high net worth clients and gaining experience of a broad range of wealth management situations and solutions. I also became senior member of the adviser team and presented at numerous seminars. In 2016 I set up my own business under SJP, JF Wealth Management Ltd and have worked with several clients and their families for 15 years or more. I am married and have two sons to keep me busy. I enjoy sport and being outdoors (I walked Hadrian's Wall in 2024). A hockey player from a young age and have represented Cambridge City HC for many years (including roles as club Chairman and President). In my younger years I played at 1st team and county level and I am now heavily involved in the junior coaching. I am also a regular golfer to have a competitive and social outlet. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 10/12/2024