Having thoroughly enjoyed his education at The Glasgow Academy and following two years of training with Sun Life Assurance, Jeremy joined D L Bloomer & Partners as an employed investment consultant in November 1992.
Delighted to be part of a Firm of such standing and reputation, Jeremy worked closely with the Partners, Craig Reedie and Keith Muir before being invited to join the Partnership in 1996.
Following the retirement of his two Partners in 2002/03, Jeremy has attracted an experienced team of specifically skilled advisers and administrators to the Firm. He incorporated the business in 2012 and is confident the Firm is well placed to further develop the high level of client focused service established by his predecessors and looks forward to developing this further in the years ahead.
Jeremy had delusions of prowess on the rugby pitch some years ago, but enjoys most sports, notably skiing and golf.
From a nursing background Sue decided to take a ’leap of faith’ and embark upon a career in the Financial Services industry. She has 29 years working in the Financial Services industry, 24 as an Independent Financial Adviser, joining D L Bloomer & Partners (now D L Bloomer Ltd) in 2002.
Sue provides independent advice to private and corporate clients covering all areas including; pre and post retirement planning, managing investments including inheritance tax planning, and protection advice. She also has a number of Accountancy and Solicitor connections countrywide.
As part of the scope of investments Sue has experience in ethical investing for those clients with ethical principles. Sue offers a comprehensive lifetime planning service to all of her clients.
Sue is married with two sons; she spends much of her spare time fulfilling her duties as trustee of a charitable organisation and training for endurance events.
Neil studied Financial Studies with Economics at University in Glasgow where he gained a Bachelors Degree with Second Class Honours (Upper Division) and also holds the Level 4 Diploma in Financial Planning from the London Institute of Banking and Finance.
He has 21 years experience (14 spent at D L Bloomer Ltd) within the financial advice industry and has extensive knowledge in all aspects of financial planning including retirement planning, inheritance tax planning, investment management and personal and business protection.
Neil’s clients include private and corporate clients, business owners, company directors and trustees of charitable trusts. He works closely with his clients advising and guiding them through potentially complex situations to determine, communicate and implement the right outcome.
Neil is married with 2 children, regularly goes to the gym, playing golf (poorly) and spending time with family and friends.