* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Download Jeremy Askew FPFS IMC - Town Close Financial Planning
Survey
Document related concepts
Offshore financial centre wikipedia , lookup
International investment agreement wikipedia , lookup
Stock trader wikipedia , lookup
Leveraged buyout wikipedia , lookup
Systemic risk wikipedia , lookup
Socially responsible investing wikipedia , lookup
History of investment banking in the United States wikipedia , lookup
Dodd–Frank Wall Street Reform and Consumer Protection Act wikipedia , lookup
Investment banking wikipedia , lookup
Investment management wikipedia , lookup
Environmental, social and corporate governance wikipedia , lookup
Transcript
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 Page1 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. Page2 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 Page3 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 Page4 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 Page5 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 Page6 "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, Page7 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 Page8