Areas of expertise
Private Client Investment Management. This includes individual name portfolios, Family Trusts, Family Charities, SIPPs, ISAs/Junior ISAs as well as AIM IHT and EIS/SEIS Investments.
Jeremy started his career in Private Client Investment Management with Henderson Crosthwaite in 1994 before joining NCL Investments in 1998.
Following the merger with Smith and Williamson in 2002, Jeremy was appointed Director in 2008 and Partner in 2014.
Long standing client relationships crossing multiple generations in several families have been built up, particularly as a result of working together with David Hunter for many years.
With experience of managing client portfolios for over twenty years, Jeremy has worked on all aspects of wealth management and has developed a position as a Trusted Advisor within a diverse and expanding private client base.
- A Chartered Fellow of the Institute for Securities & Investment (CISI).