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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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4 Weeks to Change your life - in 12 simple steps

Now is probably about that time when all those good New Year intentions are starting to fail.

Of course, it's not always that simple to...

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12 ways to avoid a disappointing Christmas

Christmas, that time of year when everyone are full of expectations, full of anticipation, everything has to be just right.  A timeline...

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How To Stay Disciplined in the Sales

It's sale season - bargains too good to miss, electronics stores and so on leap onto the TV screen and radio (plus pop up adds these days).

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7 ways to greater enjoyment this Christmas

"It's that most wonderful time, of the year" - so the song goes.  Another song starts "Christmas night, another fight, Tears we cried a...

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