Download Jeremy Askew FPFS IMC - Town Close Financial Planning

Jeremy Askew FPFS IMC
An expert in pension, investment and retirement planning
[email protected]
Summary
EXPERT, EXPERIENCED, HIGHLY QUALIFIED.
I work pro-actively for my clients and help them make their money go further.
My expertise helps saves them money, tax, time and worry.
I have 20 years' experience and specialise in pension, investment and retirement planning.
I am designated as a Pension Specialist by the FCA.
Furthermore I am in the top 5% of UK advisers by qualification by virtue of being a Chartered Financial
Planner, a Fellow of the Personal Finance Society, holding the Chartered Financial Analyst Society's
Investment Management Certificate and having a BA (Hons) in Financial Services.
Client reviews are available on request or by clicking on VouchedFor link in the websites section.
Outside work I am a Marie Curie Cancer Care volunteer and a member of their Expert Voices Group.
I like reading up on investing and history and support the Canaries and sport in general.
Honors and Awards
Fellow of the Personal Finance Society
The Chartered Insurance Institute
May 2013
Chartered Financial Planner
The Chartered Insurance Institute
September 2012
Associate of the Personal Finance Society
The Chartered Insurance Institute
April 2012
Member of the Personal Finance Society
The Chartered Insurance Institute
January 2005
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The Investment Management Certificate
The Chartered Financial Analyst Society of the UK
June 2004
Experience
Managing Director & Chartered Financial Planner at Town Close Financial Planning
January 2014 - Present (5 months)
After 20 years' experience I have set up and staffed up my own fully independent financial planning form.
I specialise in pension, investment and retirement planning.
I work pro-actively with my clients and help their money go further.
My expertise helps save them money, tax, time and worry.
2 recommendations available upon request
Vounteer at Marie Curie Cancer Care
August 2012 - Present (1 year 10 months)
I'm a member of the Expert Voices Group providing thoughts and ideas to various other Marie Curie groups.
Director at Conduit Financial Solutions
February 2009 - Present (5 years 4 months)
We introduce investment and financial planners to a range of regulated, intelligent investment ideas and
services.
5 recommendations available upon request
Chartered Financial Planner at Plan 65
September 2012 - January 2014 (1 year 5 months)
Independent financial advise for fee paying clients who want to make the most of their money.
1 recommendation available upon request
Sabbatical at Sri Lanka, India and London
May 2007 - February 2009 (1 year 10 months)
I watched cricket and went to lots of museums and yoga classes.
I also dived a lot and was priveledged to witness one of nature's most amazing phenomenons - an arribada in
Orissa.
Senior Financial Consultant at Vantis Financial Management
October 2004 - May 2007 (2 years 8 months)
I provided fee based financial planning solutions for individuals with income in excess of £100,000 per
annum.
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4 recommendations available upon request
Financial Advisor at Optima Financial
May 2003 - October 2004 (1 year 6 months)
I continued my previous work at Optima Financial after my sabbatical.
1 recommendation available upon request
Sabbatical at South America
May 2002 - May 2003 (1 year 1 month)
A great trip that took in all 13 South American countries and Antarctica as well as 28 games of football.
There were also numerous churches, museums, ruins, treks animals, amazing locals and laughs.
Financial Advisor at Optima Financial
October 1999 - May 2002 (2 years 8 months)
I reinvigorated and grew the independent financial planning operations of this medium sized accountancy
firm.
1 recommendation available upon request
Broker Consultant at Scottish Equitable plc
October 1994 - October 1999 (5 years 1 month)
I provided high level technical assistance to UK IFAs in the Croydon area.
4 recommendations available upon request
Education
University of the West of England
BA (Hons), Financial Services, 1990 - 1994
Ipswich School
1983 - 1990
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Honors and Awards
I have also been awarded the following qualifications:
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Certificate in Discretionary Investment Management
Certificate in Life & Pensions
Certificate in Mortgage Advice
Award in Long Term Care Insurance
I have passed the following exams:
G10 Taxation and Trusts
G20 Personal Investment Planning
G60 Pensions
G70 Investment Portfolio Management
J04 Pension Funding Options
J05 Pension Income Options
J10 Discretionary Investment Management
R01 Financial services, regulation and ethics
R03 Personal Taxation
CF2 Investment and Risk
CF6 Mortgage Advice
CF7 Lifetime Mortgage Activities
CF8 Long Term Care Insurance
CF9 Pensions Simplification
Interests
I like, cycling, Norwich City FC, cricket and other sports. I read quite a bit too.
Skills & Expertise
Pensions
Investments
Investment Strategies
Wealth Management
Retirement Planning
Inheritance Tax Planning
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Wealth
High Net Worth Individuals
Independent Financial Advice
Investment Management
Savings
Retirement
SIPP
Portfolio Management
Financial Planners
Personal Financial Planning
Cash Management
Pension Funds
Asset Allocation
Financial Review
Chartered Financial Planner
Pension Planning
Discretionary Investment Management
Active Investment Strategies
Passive Investment Strategies
VCT
EIS
Retirement Savings
Defined Benefit
Individual Pension Plans
Personal Pensions
Fixed Annuities
Income Protection
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Jeremy Askew FPFS IMC
An expert in pension, investment and retirement planning
[email protected]
18 people have recommended Jeremy
"I have known Jeremy for some time and last year took the decision to entrust him with my investments. I
have to say the service I have received has been first rate. Everything has been explained in plain and simple
language and I have confidence that the recommendations I have received have been tailored to my personal
circumstances which has not always been my expoerience with other advisers in the past. I wouldn't hesitate
to recommend Jeremy to anybody."
— Mark Williams APFS, was Jeremy's client
"Jeremy is personable, approachable and knowledgeable, what investors are looking for in todays often over
complex financial arena. He is astute at reading his clients requirements and from that implementing a
balanced portfolio. A breath of fresh air."
— Martin Pickard MCIOB, was Jeremy's client
"Jeremy is one of the most knowledgeable people I know, with an in depth knowledge of a wide range of
financial services products and markets which he communicates in an easy to understand style. As well as
being a skilled businessman he is personable and engaging and a pleasure to spend time with. I would have
no hesitation in recommending him."
— Joanna Brown, was Jeremy's client
"We have found Jeremy to be a knowledgeable source of interesting investment ideas and opportunities. We
value his strong attention to detail and commitment to following up on the questions that we raise"
— Jonathan Fry, was Jeremy's client
"I have known Jeremy for many years and have alway found him to possess that rare mix of being both
highly knowledgeable and yet fun to deal with. He is able to explain quite complex matters in simple, easy to
understand terms due in no small part to his innate intelligence and professional approach to his work."
— Rod Murdison, was Jeremy's client
"I've known and worked with Jeremy over the last 15 years. He has extensive knowledge and industry
experience which he consistently employs to the betterment of those who work with him."
— Doug Rae, was Jeremy's client
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"Working with Jeremy is always a real pleasure. He listens to your needs and delivers the information
required to make decisions in a way that is readily digestible making an advisers life so much easier. The
quality of the information provided provides a solid base for crafting recommendations for clients that stand
up very well to compliance scrutiny."
— Huw Davies, Associate Director - Employee Benefits, Baigrie Davies, was with another company when
working with Jeremy at Conduit Financial Solutions LLP
"Jeremy provides an excellent and tailored service that I and my clients find invaluable."
— Sunil Aggarwal, was Jeremy's client
"I have known and worked with Jeremy for many years. I find his honest, clear and thoughtful approach to
financial matters refreshing. He's not a typical "pushy" salesman rather he presents his solution and leaves
you to decide on its merits"
— Martin Nieri, was Jeremy's client
"Jeremy is a very experienced and highly qualified professional , who impressed me with the quality of the
advice he was giving to his clients at Vantis."
— John Ryan, Regional Investment Manager, AIG, was with another company when working with Jeremy at
Vantis Financial Management
"Jeremy is a very knowledgeable financial adviser and has provided me with excellent service over several
years. He is one of very few financial advisors who really listens to what you're looking for. I can't
recommend him highly enough."
— Robert Elding, was Jeremy's client
"Jeremy is a highly qualified financial planner with many years experience dealing with ultra high net worth
clients for a FTSE 250 accountancy firm. A rare find in that sector - an IFA who is a genuine professional."
— Ian Millward, was Jeremy's client
"Jeremy has been providing me with financial advice for the last 19 years. He is an authority in the complex
world of financial advice and consistently provides me with in depth analysis of my current situation matched
to my financial needs. I speak to Jeremy on a regular basis as my financial requirements have changed and he
always has the latest regulatory and market dynamics readily to hand. I would highly recommend Jeremy to
anyone seeking financial advice."
— Paul Freeman, was Jeremy's client
"“Jeremy is a customer focussed individual, who applies his intelligence and knowledge of financial services
to find the optimum solution for his clients. He works with enthusiasm and professionalism as all times,
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which results in long standing relationships with all that come into contact with him.”"
— Stewart Ireland, Manager, Finanacial Services, Optima Financial, worked directly with Jeremy at
Optima Financial
"Jerermy was a high achiever in his time at Scottish Equitable and demonstrated an impressive degree of
conviction, intelligence and ability during his time there."
— Ed Aitken, Senior Sales Consultant, Scottish Equitable, worked directly with Jeremy at Scottish Equitable
plc
"Having worked with Jeremy for a number of years, I can honestly say he possesses an enviable array of
talents. Be it technical knowledge, a professional outlook, or the ability to react to sudden changes in market
conditions, Jeremy always conducts his business with a smile on his face. Jeremy was always someone I
looked up to at his time at Scottish Equitable, where he qualified as a 'Top Achiever'. I found Jeremy
extremely approachable and always willing to help. That said, he always remained focused on his goal providing first class financial solutions to his clients."
— Dan Robinson, Senior Sales Consultant, AEGON, worked indirectly for Jeremy at Scottish Equitable plc
"Jeremy was always a great source of ideas and knowledge, these implemented with enthusiasm and focus
helped him to be a success in a highly competitive market where being different and standing out were hard
to achieve."
— Mark Cardy FPFS, IMC, Sales Consultant to Branch Manager, Aegon Scottish Equitable, managed
Jeremy at Scottish Equitable plc
"I first worked with Jeremy 15 year ago and since then we have worked together at various times for mutual
clients. Jeremy offers intelligent ideas and has an excellent level of technical knowledge. He is able to give
clear and concise advice on a wide range of financial planning and investment strategies."
— James Powell, Broker Consultant, Scottish Equitable, worked directly with Jeremy at Scottish Equitable
plc
Contact Jeremy on LinkedIn
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