0330 038 8941
Based in Perranporth
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Jeremy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jeremy's status
Last checked: 03 February 2026
Jeremy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jeremy's status
8
Recent Client Reviews
Jeremy has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jeremy has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 November 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Jeremy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Jeremy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jeremy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jeremy has provided information on their typical fees
Jeremy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jeremy (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Jeremy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jeremy (based on 3 first impressions)
Your happiness is our priority. I"m a Chartered Financial Planner, but more than that, a Registered Life Planner. That means, that whilst I have the kit bag to do all the financial work, first and foremost our relationship is guiding you towards the most important things in your life. Well over a decade of working this way has shown me, that until we find out about you, where you are in life and where you want to be, there's no point looking at the money part of your life. Only then will we create a personalised financial plan designed to take you there. We want you to live your life without financial worry. Whether you’re looking to invest, preparing your pension or starting a savings plan, knowing what to do can be overwhelming. We’re here to simplify it all for you and help you take the right path to achieving your financial goals, allowing you to do the things in life you value the most. Imagine waking up wondering what you are going to do today, not whether you can afford to do it.