Qualifications

Jeremy’s experience extends back more than 20 years in financial services.

The drive for professionalism has been tested through the Chartered Insurance Institute.

Jeremy is a Fellow of the Personal Finance Society, and  has achieved ‘Chartered Financial Planner‘ status.

Present qualifications include:

Advanced Diploma in Financial Planning

  • AF1 – Personal Tax and Trust Planning
  • AF3 – Pension Planning
  • AF4 – Investment Planning
  • AF5 – Financial Planning Process

Diploma in Financial Planning

  • J01 – Personal Tax
  • J02 – Trusts
  • J04 – Pension funding options
  • J05 – Pension income options
  • J06 – Investment principles, markets and environment

Certificate in Financial Planning

  • CF2 – Investment and risk
  • CF8 – Long term care insurance
  • CF6 – Mortgage Advice
  • ER1 – Equity Release
  • GR1 – Group Risks
  • Financial Planning Certificate (part 1)
  • Financial Planning Certificate (part 2)
  • Financial Planning Certificate (part 3)

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