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Jeremy Squibb

Head of Life Planning & Financial Life Planner at Serenity Financial Planning Ltd

Cornwall, United Kingdom

About Me

As Head of Life Planning for Serenity, ensuring that our focus is always centered around the Life Planning culture which sets us apart from most other financial planning firms is of key importance.

As well as all the clever investment and tax work which most financial advisers do, we take the time to focus on what really matters to people, then coach and encourage them along that journey.  

That is the most satisfying way to spend time with clients - seeing them flourish throughout their lives.  Our relationship is with the person, not their purse.

And guess what ... we all learn so much about life along the way.


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Is there a £500,000 hole in your pocket?

The answer to that is 'yes' if you are the client who I was recently working with!

I'll explain how...

It is all very well looking at...

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unknownx500 Zabowski

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Here's one of our most popular posts over the past year ...Belief, focus, time management, health and ignorance - that's all it takes to move forward

Many of us have great intentions to move forward with one thing or another, yet doubt creeps in, we get distracted, run out of time,...

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unknownx500

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