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Our team of planners have a wealth of experience to guide you through.

Breed Elliott - Our Planners

Jeremy Glynne-Jones

Jeremy Glynne Jones

Personal Profile.
I was born in 1962 and educated at Trinity School in Croydon. I am married to Bridget and we have three grown up children: Douglas, Molly and Eva. We live in Surrey.

In my spare time, I enjoy playing golf, watching most sports, particularly rugby and spending time with my family.

Professional Background.
I have worked in financial planning for over 35 years. I have had a variety of roles including financial consultant, sales coach and trainer, specialist planner, sales manager and director of business development.

I am a fully qualified Chartered Financial Planner and have an MBA from the Open University.

I really enjoy helping clients who have been successful in accumulating wealth and are now looking for help and guidance on how best to manage their wealth over the remainder of their lifetime. Most of my clients are either close to retirement or in retirement and I derive great satisfaction from helping them to feel happy and comfortable about their future financial security

M: 07900 906104

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