Based near Cambridge, our clients are primarily based in Cambs, Herts, Beds, Bucks and London.
We offer a comprehensive financial planning service to individuals, business owners and professionals, such as solicitors and partners.
Our key areas of advice are Investment Planning, Retirement Planning and Inheritance Tax Planning.
Jeremy joined St. James’s Place in 2008 as a financial adviser in a well-established Practice and became a key senior, well-respected member of the team. In 2016, the opportunity came to set up his own Partner Practice of St. James’s Place Wealth Management, entitled JF Wealth Management Ltd, and take his experience and existing client relationships with him.
Our aim is to provide sensible, practical and comprehensive advice based on trust, integrity and a full understanding of your situation, key lifetime objectives and concerns. We establish good ongoing relationships and provide ongoing advice with regular reviews to keep you well informed and on track.
We see our approach as one of problem-solving, planning and implementation for each client. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
The business is built on personal referrals from existing clients who value and trust the advice and support we provide.
Behind our personal approach is the guarantee, support and strength of a highly regarded FTSE 100 company in St. James’s Place.