Jeremy Robinson Email & Phone Number

London

I have proven success with high net worth individuals, family wealth, charities and professional intermediaries by building multi-asset investment portfolios to achieve their financial goals. Please see below several clients’ scenarios;Family Wealth-Longstanding ultra-high network clients with multi-generational portfolios-Concerns surrounding inheritance for younger member of the family given previous poor decisions-Family Trust created to protect the best interests of individual and the family assets with the income from portfolio used to fund cost of living for the younger family memberEntrepreneur Business Sale-Referred an introduction from an existing client who was in the process of selling their business-New client required comprehensive investment management services across investment accounts, ISAs, pensions and inheritance tax-Resulted in a full financial planning review and utilisation of specialist tax advice to ensure that the client exited the business and funded his portfolios in the most tax efficient way -Client benefited from my extensive network of professional advisersRestructuring Charity Portfolio-Invited to present to the Trustees of a European Charity after meeting them at an industry event having introduced them to Charles Stanley- Successfully won the business and began the process of transferring their assets and restructuring their investment portfolio which consisted of illiquid investments such as hedge funds and structured products-In addition, we have advised the Trustee on how to write their Investment Policy Statement and how we can maintain a positive environmental, social and governance approach to their portfolio

I worked as a Financial Planner at James Baxter Capital Management in London. Following completion of my Financial Planning Certificate my role was to advise high net worth clients on all aspects of their financial needs and I detail some scenarios below;Pension Investment Portfolio-Advising and managing the assets within a corporate pension scheme-Responsible for the overall asset allocation, dealing and administration of the schemePension Planning-Reviewing and collating a number of pension pension schemes for a FTSE 100 Director-Provided comprehensive pension advice to ensure that the client maximised his available allowance in the current tax year and any unused allowances for him and his spouse-Clients benefited from a significant boost in pension funding and overall tax efficiency

2.1, Agricultural Economics

Thoroughly enjoyable 3 years at the University of Reading where the course applied economic theory to the practicalities.

3 A Levels