Jeremy Squier

I joined the industry in October 1989 after having spent 6 years in the banking world doing Asset based finance. I was with Liberty Group for 2 years and acquired the foundation of my financial planning career via their excellent training programs and then spent the next 12 years within the fantastic Sage Group. After Sage came onto the market with ensuing uncertainty, in 2003 I became a fully independent advisor and set up Squier Financial Services as an FSP. This entity latter joined what was to become Wealth Associates in 2006. I am currently doing an MBO into a new practice with my team and this transition is happening from November 2024. Our FSP is to be Wealth and Asset Financial Services (FSP 9659). We practice evidence based financial planning for our clients across the wealth planning, estate planning, medical aid planning and short term insurance planning disciplines and service our clients via teams of specialists in each discipline.