Expert financial advice, personally delivered.
Tailored financial planning that’s clear, convenient, and built around your goals.
About Us
Jeremy Kaye Portfolio Management Ltd is an Independent Financial Planning firm, directly authorised by the FCA.
We operate UK wide and are based in Hertfordshire and the Midlands.
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With a strong focus on investments, and retirement planning, we help individuals and families make confident, well-informed decisions for their financial future.
What Does a Financial Adviser Do?
A financial adviser helps you make confident, informed decisions about your money; whether you're saving, investing, or planning for retirement.
We take the time to understand your personal goals and create a tailored plan to help you get there.
Our job is to make things simpler, clearer, and more effective, so your money works harder for you. We do this using our specialist knowledge and industry leading tools.
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As independent financial advisers, we’re not tied to any bank, insurance company, or investment provider. That means we can search the whole market to find the best investments, pensions, and financial products available; many of which aren’t offered by high street banks or tied advisers.
This independence allows us to build a plan that truly suits your needs, not someone else’s sales targets. It's one of the times where independence is an advantage over big brand names!
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We also believe in offering great value. Our aim is to deliver exceptional advice and service at a fair and transparent price. Giving you peace of mind that you're getting high-quality guidance at a good price.
Meet the Team
We are a family-run Independent Financial Planning firm, offering the benefit of decades of experience to help you navigate all aspects of financial planning with confidence and clarity.
Jeremy Kaye
Independent Financial Adviser (IFA) and Director
With over 35 years of experience as an Independent Financial Adviser, Jeremy brings deep industry knowledge and a long-standing commitment to delivering tailored advice.
In the 1990s, he worked with Sedgwick Noble Lowndes, one of the UK’s leading IFAs at the time, before establishing his own practice in 2001.
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Jeremy has been providing financial advice to many of his clients for well over 20 years, often supporting multiple generations within the same family.
It has always been a great privilege and pleasure for him to work so closely with clients throughout the different stages of their lives.
Emma Roff
Senoir Administrator
Emma joined JKPM in 2017 and plays a vital role in keeping the office running smoothly.
With a solid background in customer service, payroll, and mortgage processing, she brings a wealth of experience to her administrative role.
Known for her keen attention to detail and dependable approach, Emma ensures that day-to-day operations are handled efficiently and professionally, providing essential support to both clients and the wider team.
Joe Kaye
Independent Financial Adviser (IFA)
Joe recently qualified as an IFA, having previously worked as an Actuarial Consultant for 12 years.
Joe changed careers to find more meaningful work helping individuals instead of large insurance companies.
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Joe has a first class degree in Mathematics and is passionate about investing and optimising financial outcome for his clients, with a focus on quantifying the benefits for clients.
Leo Kaye
Trainee IFA
Prior to joining JKPM, Leo has seven years of experience with Nationwide Building Society, giving him a well-rounded understanding of the retail banking sector and customer services.
Leo is furthering his professional development by studying to become a qualified IFA.
In addition to his financial expertise, Leo also holds qualifications in Counselling and Psychotherapy, bringing a blend of financial insight and interpersonal understanding to his work.
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