Jeremy Squibb, Serenity Financial Planning

PFS Festival Radio

Jeremy is Head of Life Planning for Serenity Financial Planning – the UK’s largest Financial Life Planning firm. Originally from a banking background, after becoming an Independent Financial Adviser in 2004, and seven years later, he experienced an life changing moment at the PFS Conference in 2011, when he was so inspired by talks from Tina Weeks, David Scarlett and Jim Lawless to make major changes to both his life and the way he worked with his clients. In 2012, Jeremy attained Registered Life Planning status with the Kinder Institute, and in 2013, joined his inspiration Tina Weeks at Serenity. A key driver for Jeremy is helping his clients find or regain direction, purpose and enthusiasm for life. A particular poignant point has been working with one client whose husband suicided in 2013. Together, in May 2017, they arranged a charitable concert in Cornwall, attracting an audience of 900 people, and raising just under £20,000 for Cornwall Search and Rescue Team and Carrick MIND. Wednesday 13:40 - 14:10 Life changing experiences Listen to four of your practitioner peers describing what it was that created that “Light bulb Moment” when they really “got” what it was that they wanted to deliver or change in their practises to enable them to be the best they could be.