Jeremy is Head of Life Planning of Serenity Financial Planning. Wth over 21 years experience he specialises in Life Planning. This is a way of working that encourages and inspires clients to create the best life they can which then forms the basis of a well structured and efficient Financial Plan. The service that Jeremy delivers includes in depth scenario modelling which illustrates to clients their situation both now and in the future.
He works predominantly with people reaching a crossroads in their lives, either through intentional or unplanned circumstances. He also works heavily with small business owners seeking to find the right balance between business and life. A particular passion is helping clients to move from London to Cornwall to enjoy a life of greater serenity, at the same time alleviating the years of stress which have built up.
In 2013 following the death of his friend, he became heavily involved with the fundraising group ‘Thinking of Del’. The group was set up to raise funds in memory of Del Wilton who took his own life after suffering from PTSD, depression and workplace bullying. Jeremy’s ‘Bandtastic’ fundraising concert in May 2017 went on to raise almost £20,000 for local charities.
Jeremy lives in the ancient market town of Helston in Cornwall with his wife Rachel, and their two young children. In his spare time he plays the trumpet, and can often be found at Poldhu Cove enjoying the stunning coastline and beach. He keeps fit by doing yoga and running, and more recently kayaking.
Training & qualifications
Since early 2013, Jeremy has assisted with the Mentorship of other aspiring financial life planners as well as working alongside George Kinder in delivering the Seven Stages of Money Maturity Course.
Deeply passionate about the future of the Financial Services profession, Jeremy was a member of the local Personal Finance Society committee for 10 years, holding the post of Chairman from 2007 to 2014.
He believes that this experience and association with advisers and planners across the South West has enabled him to appreciate the best aspects of the profession, and integrate them within his Financial Life Planning approach with his clients.
In 2011, Jeremy became the dedicated Financial Planner for Penna (Now Skylite Associates) in the South West. Skylite is a National HR Services Group which through effective services and unrivalled expertise, help organisations improve their performance through their people.
It is the latter part of the career structure which Jeremy focuses on, working with clients at the major cross-roads in their lives as they prepare for either a planned or unexpected transition in their personal circumstances. In addition to this, much work is also carried out in delivering to employees, workshops in personal development and motivating them to follow what truly inspires and drives them in life.
Other companies Jeremy has worked with include: Toshiba, Airserve, Punch Taverns, Aggregate Industries, NHS, Co-operative, Plymouth University, Falmouth University, Plymouth Airport, Cornwall Council and Devon Council.
His qualifications include :
- BSc Hons In Business Studies and Social Administration
- Full Financial Planning Certificates (FPC) 1, 2 and 3
- CF2 – Investment and Risk
- CF6 – Mortgage Advice
- ER1 – Equity Release
- J04 – Pension Funding Options
- J05 – Pension Income Options
- R02 – Investment Principles and Risk
- Diploma in Financial Planning
- Registered Financial Life Planner
- Mental Health First Aider
- ASIST – Applied Suicide Intervention Skills Training