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Mr Jeremy Rowe

Financial Planner Dip PFS, LLAA
Claimants and DefendantsRemote AppointmentsFace to Face Appointments

Medico-Legal Experience

Jeremy is a financial planner and member of Resolution and the Society of Later Life advisers.

He has acted as a pension on divorce expert in dozens of cases, providing reports to help divorcing couples establish a fair split of pension assets on divorce. He understands that the division of pensions on divorce can be highly emotionally charged, and ensures that his reports are clear and easy to understand.

Jeremy has experience in cases relating to:

  • Pensions On Divorce
  • Pension Loss
  • Cost of Financial Advice
  • Financial Modelling/Planning
  • Financial advice professional negligence/miss-selling
  • Investment Management Performance
  • Wealth Management

Jeremy has provided advice to both professional and lay powers of attorney and deputies on arranging the pensions and investments for their principal, and is ideally placed to advise vulnerable clients and provide expert reports on their finances.

Jeremy offers a free initial chat/ viability check with clients before engaging with them.

Jeremy has a report turnaround time of 4-16 weeks, depending on complexity and information provided. 

Financial Experience

With over 25 years’ experience gained with some of the world’s leading financial institutions and multiple advanced pensions qualifications, the first of which obtained in 2003, Jeremy has significant experience in providing advice and expert reports relating to pensions.

He is a member of Resolution and a Pensions on Divorce specialist.

Additionally, Jeremy is a Later Life Accredited Adviser with the society of Later Life Advisers (SOLLA) and a Dementia friend.

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