Since entering the personal financial services sector, Jerry has always strived to provide the very finest services to his clients. With a wide range and depth of knowledge he assists all, from those starting out on the financial journey and looking to buy their first house or set aside their funds for savings to those about to retire or who are already retired, and who want help in designing a successful strategy for their future. Jerry's aim has always been to create a conservative and sensible investment strategy with the potential to provide his clients with real and steady returns over time. In addition the use of sensible Inheritance Tax planning aims for more of the clients wealth to stay with them and their family by reducing clients’ overall liability to Inheritance Tax.

His aim is to determine his client’s specific financial goals and objectives, assess their risk tolerances, and then build a tailored strategy to meet the client’s individual needs. Through the application of these basic principals he has built a base of satisfied clients.

Jerry resides near Ross-on-Wye with his wife Teresa, to whom he has been married since 1980 and he has three sons and a daughter, Matt, Daniel, Nathan and Jasmin. His hobby interests include cars and automobilia, having previously been the Regional Organiser of the TVR car club for a number of years.

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 go down as well as up. You may get back less than you invested