0330 038 8938
Based in Edenbridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jeremy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jeremy's status
Last checked: 29 March 2025
Jeremy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jeremy's status
61
Recent Client Reviews
Jeremy has received 61 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jeremy has received 61 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jeremy has not yet added their qualifications to their profile
Qualifications not yet added
Jeremy has not yet added their qualifications to their profile
Transparent Fees
Jeremy has not yet added their fees to their profile
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Jeremy has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jeremy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jeremy's status
Last checked: 29 March 2025
Jeremy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jeremy's status
61
Recent Client Reviews
Jeremy has received 61 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jeremy has received 61 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jeremy has not yet added their qualifications to their profile
Qualifications not yet added
Jeremy has not yet added their qualifications to their profile
Transparent Fees
Jeremy has not yet added their fees to their profile
Fees not yet added
Jeremy has not yet added their fees to their profile
With 25 years in the financial services industry, I’m here to help individuals plan for a secure financial future. I joined MWA in 2024, bringing years of experience and a passion for making retirement planning simpler and more accessible for my clients. I specialize in retirement planning and enjoy working with clients to make sure they’re set up for long-term financial security. I also have deep knowledge of areas like Long Term Care, Equity Release, and Advanced Pension Planning, which allows me to provide well-rounded advice no matter what my clients’ needs may be. What drives me most is helping people feel confident about their financial future. Whether it's planning for retirement, protecting assets, or preparing for the unexpected, I’m committed to guiding my clients through every step of the process.
Offers available through VouchedFor
Contact Jeremy through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jeremy's clients
Based on responses provided by clients who have reviewed this adviser
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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