Position: Certified Financial Planner
Tel: 01628 243080
Jeremy has been in the industry since 1971 having started in general insurance and mortgage broking, switching to financial services in 1978. Jeremy has worked at HB Dobbin since 1999 and is a Certified Financial Planner through the Institute of Financial Planning. Jeremy advises clients, both corporate and personal, on their company pension schemes as well as their personal financial affairs.
Jeremy is also a keen rower and often competes in National races.
- Certified Financial Planner (since 2006)
- Chartered Insurance Practitioner
- Affiliate of the Association of Tax Technicians
Areas of Expertise
- Employee Benefits
- Corporate Financial Planning
- Retirement Planning