Jeremy has been involved with the broader financial services industry since graduating from university in 1983. He moved into financial planning in 1989 and was with the Liberty Group for 2 years and then with the Sage Group for 12 years. He became an independent advisor in 2003. Jeremy has extensive experience at a client advisory and investment portfolio construction and maintenance level and has a strong client centric emphasis. Jeremy is a Key Individual on the asset management FSP.