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Based in Wokingham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: April, 2021
4.9 out of 5
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 AuthorityLast checked: 10 July 2026
Jeremy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
39
Recent Client Reviews
Jeremy has received 39 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Jeremy has received 39 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: 09 March 2026
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 profileQualifications not yet added
Jeremy has not yet added their qualifications to their profile
Transparent Fees
Jeremy has not yet added their fees to their profileFees not yet added
Jeremy has not yet added their fees to their profile
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)
About
I am a Director and Chartered Financial Planner at Bluesky with over 25 years' experience in financial services. I specialise in retirement planning, pensions, investments and inheritance tax planning. I particularly enjoy working with clients who are looking to make the most of their assets during retirement. This includes working with those who are approaching retirement and those who are looking for help with managing their assets during retirement. I also specialise in helping clients with their inheritance tax planning and those seeking to pass on wealth to the next generation. I also chair the Bluesky Investment Committee and have an expert understanding of managing investment portfolios for our clients. I am a Fellow of the Personal Finance Society (PFS), which is the highest accreditation awarded by the PFS. My expertise in the area of pensions also extends to Bluesky's work with divorcing couples and their legal representatives. As a Pension on Divorce Expert (PODE), I work with divorcing couples and their legal representatives to help them understand how best to divide their pension assets. As part of this service, I produce Pension on Divorce Reports and provide individual financial planning to those going through the divorce process. I am also an associate member of Resolution in addition to holding the Chartered status via the Chartered Insurance Institute.