Jeremy is both Managing Director and a “career IFA” with over 25 years of experience and totally committed to delivering a highly personalised advisory service to both corporate and individual clients both on a personal level for his own clients and for all the clients and customers of LEBC.
Jeremy’s career commenced after university in client and investment fund administration, he swiftly progressed into an advisory role and blending management roles. Jeremy was a founding member of LEBC in June 2000, joining as a consultant from another national independent advisory firm and in time progressed to appointment in key senior roles. He established LEBC’s Hull office as a new Branch Head, was subsequently appointed to Sales Director and appointed to the board of LEBC. With strong growth in revenues following swiftly, Jeremy’s role expanded to a wider operational remit to help drive further efficiencies into the business to ensure we continue to deliver an excellent service to our customers.
With the strong performance of LEBC across quality of delivery, revenues and margin, and the needs and demands of the business evolving at a pace, particularly with the ever increasing role of technology in service delivery, Jeremy was appointed as Managing Director (LEBC Foundation) in October 2016.
Jeremy’s brief is to focus on the continued delivery to our clients of a highly personalised but efficient service through our advisers supported by the adoption of new technology to compliment and assist our excellent people. As MD Jeremy will naturally keep a close eye on the cost base and continue to drive revenue growth.
At customer level Jeremy’s expertise extends into investment, pensions, wealth and asset protection, inheritance tax planning, employee benefits and retirement planning. Jeremy has specialist experience in wealth management and risk mitigation for wealthy investors.
- BA (Hons) Business Studies
- Sales Director’s Programme, Cranfield University
- Certificate in Financial Planning (Cert PFS)
- Diploma in Financial Planning (Dip PFS)
- G10 Taxation and Trusts
- K10 Retirement Options
- K20 Pension Investment Options
- CF2 Investment and Risk
- CF8 Long Term Care Planning
- Holistic Financial Planning and Wealth Management
- Investment and Tax Planning
- Retirement Planning, Inheritance Tax Planning and Long Term Care Planning
- Specialist Investment Advice for SIPPs and Company Pension Arrangements
- Trustee Investments and Advice to Trustees
- Specialist Experience in Working with the Legal and Accountancy Professions
Alongside family life Jeremy is a keen “muso” with a love of all things HIFI and spending much of his free time travelling to music festivals and venues across Europe (in his VW Camper). Jeremy was once an enthusiastic semi-professional rugby player but his interest there has been limited to the sidelines these days, but he retains an active enjoyment of alpine skiing. Jeremy retains strong roots with his family in the Western Isles of Scotland on the Isle of Lewis making an annual pilgrimage to enjoy the outstanding beauty of the Islands and loves taking the opportunity to get out to sea under sail.