0330 038 8938
Based in Wells-next-the-Sea
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, 2024
4.9 out of 5
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FCA Regulated
Jeremy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Jeremy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Jeremy has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jeremy has received 17 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: 05 December 2024
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.
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Jeremy has not yet added their qualifications to their profile
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Jeremy has not yet added their qualifications to their profile
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Jeremy has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jeremy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Jeremy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Jeremy has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jeremy has received 17 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: 05 December 2024
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.
Qualifications Uploaded
Jeremy has not yet added their qualifications to their profile
Qualifications not yet added
Jeremy has not yet added their qualifications to their profile
Transparent Fees
Jeremy has not yet added their fees to their profile
Fees not yet added
Jeremy has not yet added their fees to their profile
Jeremy joined EWM in July 2023, bringing 12 years of experience in Leadership and Management as an officer in the British Army, where he achieved the rank of Major. Jeremy expanded his business knowledge by completing a Master of Business Administration and Association of Project Management Qualification and has a Level 4 Diploma in Financial Advice. Lifestyle financial planning excites Jeremy as it combines leadership skills, problem solving and finance. He is passionate about human behaviour and how this influences an individual’s financial decision-making. Jeremy is married with three children and lives in North Norfolk.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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