Jeremy Macleod

Senior Financial Planner (Cornwall)


Jeremy has over 30 years of experience and helps a select group of private clients to manage their financial affairs. He offers holistic financial planning and wealth management including investment and tax planning, estate and inheritance tax planning. He is a specialist in investment advice for SIPPs and director’s pension arrangements and in working with the legal and accountancy professions.

Jeremy has held a number of senior and Board level positions including Branch Head (2007-2010), National Sales Director (2010-2014), Chief Operating Officer (2014-2016) and Managing Director (2016-2019).

Now concentrating on Private Client Financial Planning advice, Jeremy remains tuned into the challenges presented by the ever changing social, political, economic, legislative environment. He has particular interest the dynamic technological advances in the financial advice space and led the development of some of our digital innovations.

Professional Qualifications

  • Dip PFS (Diploma in Financial Planning)
    • G10 Taxation and Trusts
    • K10 Retirement Options
    • K20 Pension Investment Options
    • CF2 Investment & Risk
    • CF8 Long Term Care Planning
  • BA (Hons) Business Studies
  • Cert PFS (Certificate in Financial Planning)
  • Cranfield University (2011) – Sales Director’s Programme


Jeremy loves music and he spends much of his free time travelling to music festivals and venues across Europe. He has a keen interest in rugby, although this is limited to the touchlines these days. He enjoys alpine skiing and spending time with his children and supporting their busy schedules. Jeremy’s roots are on the Isle of Lewis, where he visits annually to retain his strong family connections and for the opportunity to take in the island’s beauty and occasionally get out to sea under sail.