Jeremy's qualifications
At work
As a Paraplanner, Jeremy’s role is to provide support to the UK Financial Planners with research, cashflow planning and preparing advice. Jeremy has worked in the financial services industry for over 18 years, working for a variety of Wealth Management firms in a paraplanning capacity, before joining bdhSterling in 2022. He brings with him a wealth of experience, which he uses to enhance the delivery of a high quality, holistic financial planning service for our UK clients.
Outside of work, Jeremy enjoys spending time with the family and trying to stay fit.