About Jeremy

 

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Jeremy is Head of Life Planning of Serenity Financial Planning and is a frequent speaker at many Financial Services Professional events including Lifetalk Live, The Festival Of Financial Planning at the NEC, and a range of other events across country from Cornwall to Belfast.

With over 20 years experience in and around financial services, 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 that keeps them on track and fulfilling their aspirations.

If you are reaching a crossroads in your life, either through intentional or unplanned circumstances, what you will find here at Escaping The Bucket will be perfect for you.   In particular, if you are a small business owner desperately trying to find the right balance between business and life, many of the topics will resonate deeply with you.

A particular passion of Jeremy’s 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 and truly ‘escaping the bucket’.

Based in Cornwall,  Jeremy and his family will often be found at Poldhu Cove enjoying the stunning coastline and beach, keeping fit through daily yoga, running, and kayaking (when the sea is warm).

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.

In 2011, he became the dedicated Financial Planner for Penna (Now Skylite Associates) in the South West (a National HR Services Group which through effective services and unrivalled expertise, help organisations improve their performance through their people).

This relationship has enabled the deliver of workshops in personal development and motivating more people to follow what truly inspires and drives them in life.

Some of the companies Jeremy has worked with include: Toshiba, Airserve, Punch Taverns, Aggregate Industries, NHS, Co-operative, Plymouth University, Falmouth University, Plymouth Airport, Cornwall Council, Devon Council and Bishop Flemming.