Jeremy Jackson

Jeremy Jackson

Bluesky Chartered Financial Planners

Minimum savings/pensions: Over £250,000

Unavailable for contact through VouchedFor

Based in Wokingham
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Top Rated 2026
Verified since: April, 2021

4.9 out of 5

119 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last 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

    Verified reviews: 100%

    Jeremy has received 39 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    Qualifications not yet added

    Jeremy has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Jeremy has not yet added their fees to their profile

  • 3

    Positive 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.