Jeremy joined Palmer Lane in January 2006. He lives in Gowerton with his wife and three sons.

Jeremy entered the Financial Services arena in 1987, initially involved in banking and finance. Jeremy became an independent financial adviser in 1995 advising clients on investment and tax planning issues.

Over the years Jeremy has worked closely with law firms and accountancy practices culminating with him holding an executive role...

Frances joined Palmer Lane in January 2007. She entered the Financial Services industry in 1986, after graduating from Reading University with an honours degree in French and Economics. Frances spent several years working for product providers within the industry, before becoming an IFA in January 2000.

During her career as an IFA, Frances has worked closely with accountants and solicitors. She looks after a diverse range of clients,...

Vicky started her career working for the NHS in London. She returned to Cardiff in 1989 when she entered the financial services sector, initially as a personal assistant to Ian Palmer and Philip Lane, and was with them as office manager when they established Palmer Lane in 1991.

In 1996 Vicky took a step back from full time working to bring up her family. In 2006 Vicky chose to develop her career and commenced her studies whilst taking...

Jared started his financial services career in 2021 where he initially worked as an Associate and Tax Analyst at Deloitte in Cardiff.

In 2023, Jared decided to pursue a career in Financial Planning and began working at a local IFA firm. Within 9 months of joining the industry, Jared completed his Diploma in Regulated Financial Planning and joined Palmer Lane as a Trainee Financial Adviser.

Jared’s ambition, dedication and hard...