0330 038 8941
Based in Tunbridge-Wells
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jerric and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 December 2025
Jerric and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
23
Recent Client Reviews
Jerric has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jerric has received 23 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 September 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Transparent Fees
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7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jerric (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Jerric
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jerric (based on 7 first impressions)
I am a qualified Chartered Financial Planner and have worked in financial services for over a decade. Before starting up my own company in 2021, Wealth Transform Limited, I worked for a number of banks in the City before moving back to Tunbridge Wells where I grew up. I've always enjoyed the analytical side of my role as an adviser, however, I see my job as simplifying "the financial stuff" for my clients and providing them peace of mind that they are on track to achieve their goals. ⠀ ⠀ Outside of work, I like to keep active. I play basketball for a local club in Sevenoaks, I'm an avid gym goer and hit a few golf balls now and again. The advice recommendations i make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so I can safely and confidently recommend a solution that’s right for you. This is known as restricted advice