Jeremy Parrott
Based near Bristol, I provide wealth management advice to clients both within the City, and more widely throughout the South West of England as well as further afield across the UK.
About
I have worked in the financial services industry for over 30 years, holding a variety of senior positions throughout my career. For 18 of those years, I successfully ran my own IFA business before moving on to help develop the financial planning division of a leading investment management firm.
In 2015, I was proud to join the St. James's Place Partnership and went on to establish Beechcroft Wealth Management, continuing my commitment to delivering high-quality financial advice.
I have now joined Future Wealth Management, a move that allows me to better support my clients through a collaborative environment. I'm passionate about deepening the relationships I have with my clients, helping them navigate their financial journey and achieve their long-term goals.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
