Working within the Financial Services Industry since 1982, Jeremy brings a wealth of experience and professional qualifications to help clients achieve their financial planning goals. His decades of expertise and commitment to high-quality advice have earned him longstanding relationships with clients across generations. Outside of work, Jeremy enjoys sport, traveling and spending time with friends and family.

Since joining the practice in 2015, George has built strong expertise across mortgage, protection, pension, and investment planning. He holds the Diploma in Financial Planning and has recently started working towards his AF exams as he continues to advance his professional qualifications. George is committed to helping clients achieve their financial goals through clear, tailored advice. Outside of work, he enjoys playing golf and watching sport.

Amanda is PA to Jeremy and a long-standing member of the practice, providing trusted support to both clients and the advisory team. Her strong knowledge of the business and professional, friendly approach make her an important and much-appreciated part of the firm.

Sam is a recent addition to the practice and has already become a key part of the team as Office Administrator. Ambitious and keen to advance his career, he is currently studying for his CeMAP exams and aims to progress into an adviser role. Outside of work, Sam enjoys sport and going to the gym.