Jeremy Barrett

Financial Planner

Jeremy has over 30 years of experience in the private wealth sector and is a founding member of St. James’s Place Wealth Management. He specialises in providing bespoke financial planning for private clients, trusts, charities, and corporate entities. His expertise includes tax-efficient investment solutions, asset management, and trust and estate planning, focusing on both UK and international strategies.

Jeremy’s advice encompasses comprehensive wealth management, from portfolio construction and risk management to pension arrangements and property finance. He also offers guidance on tax-efficient vehicles, such as Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs), to optimise investment portfolios.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore fall as well as rise. You may get back less than you invested

Don’t invest unless you’re prepared to lose all the money you invest. EIS & VCT are high risk investments. You may not be able to access your money easily. The legislation and, as a result, the tax treatment will depend on individual circumstances, may change in the future and could apply retrospectively.

With a commitment to building long-term relationships, Jeremy works exclusively with existing clients or referrals, helping busy professionals focus on what they do best while knowing their financial interests are well-managed.

Specialisms

Business Owners

Private Clients