Alan and Olive Trewhella
A client since 2010
When we started working with Jeremy, we could anticipate retirement on the far horizon, but had no idea when it would be possible.
As we knew Jeremy personally for many years, we knew that our confidence in him would not be misplaced. His very personable nature was perfect for how we liked to approach our discussions with him – we wanted to feel at ease, rather than feel belittled.
Through genuinely understanding what mattered most to us, along with being there to support us as life’s challenges came along, that huge transition from running a business to having our own flexibility in life has been made so much less challenging with Jeremy alongside us.
This is far more than just financial planning and modelling; we have developing a close understanding and appreciation of what matters most to us, and Serenity have given us the confidence to make the right decisions for us and our family.
We know that, as we move through this next phase of life, we have a trusted adviser on hand. Jeremy genuinely cares about us as people, and that is his major focus, not, as can be found with many advisers, our money.