Jeremy I M MacLeod BA(Hons), Dip PFS - Financial Planning Director - Hull
Qualifications
BA(Hons) Business Studies
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- CF2 Investment & Risk
- G10 Taxation & Trusts
- K10 Retirement Options
- K20 Pension Investment
- CF8 Long Term Care Planning
Experience
Jeremy was one of the founding members of LEBC Group and has over 15 years of experience as an Independent Financial Adviser. With specialist qualifications in retirement and investment planning, taxation and trusts, Jeremy focuses on delivering a highly personalised advisory service to both our corporate and individual clients and to those of his legal and accountancy connections.
Jeremy's expertise extends on both an individual and corporate level into investment, pensions, wealth and asset protection, inheritance tax planning, employee benefits and retirement planning.
Specialisation
Investment Planning, Inheritance Tax Planning, SIPPs, Retirement Planning & Retirement Options, Pensions & Divorce, Long-term Care Planning, Trustee Investment, Working with professional connections.
The FSA does not regulate some forms of tax planning.