Jeremy was trained at the northern office of a large international firm, and has also worked in small high street practices. Since 2003 Jeremy has provided probate and estate administration services part-time for A M Davies, and also for other firms.
In early 2018 Jeremy decided that he no longer wished to compromise on his focus for the provision of legal services, and relaunched the private client services of A M Davies, to a very warm reception.
Jeremy is aware that while some people like to meet in the formal surroundings of an office many clients are more comfortable seeing their advisers, including legal advisers, in their own homes. He therefore usually makes home visits to see his clients.
Jeremy aims to work closely with financial advisers and accountants to provide a collaborative service to their clients and to avoid the dangers of contradictory advice.
Jeremy qualified as a legal accountant (now known as a chartered legal executive) in 1991. He was admitted as a full member of the Society of Trust and Estate Practitioners (STEP) in 1996. This membership is maintained by a strict training programme, which ensures that STEP practitioners are always up to date.