Jeremy Squibb RLP®
Chartered Financial Planner

Director,
Head of Life Planning &
Financial Life Planner

Jeremy has over 25 years’ experience in financial services.

As a Financial Life Planner, Jeremy encourages and inspires clients to create the best life they can, which will then form the basis of a well-structured and efficient financial plan.

Jeremy 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 of Jeremy’s is helping clients move from to Cornwall to enjoy a life of greater serenity.

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 committed suicide after suffering from PTSD, depression and workplace bullying. Jeremy’s ‘Bandtastic’ fundraising concert in May 2017 went on to raise around £20,000 for local charities.

Jeremy lives in the ancient market town of Helston in Cornwall, with his wife Rachel and their two children.

In his spare time, Jeremy is a keen trumpet player, and is a qualified FA football coach managing Helston Dolphins U9s girls football team.

Contact details

Cornwall office

Greywethers, Hillcrest, Helston, Cornwall, TR13 8UN

Qualifications

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Director,
Head of Business Standards &
Financial Life Planner

Ian Kemp

Financial Life Planner

Hollie Simpson

Client Relationship Manager

Dan Monahan

Client Relationship Manager

Tom Desborough

Financial Life Planner

Sue Thompson

Client Relationship Manager

Aaron Erişkin

Financial Life Planner

Karen Lang

Client Relationship Manager

Jane Ball

Financial Life Planner

Kevin Thornton

Financial Life Planner

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Qualifications

  • Chartered Financial Planner
  • Master of Life Planning
  • Registered Life Planner
  • Advanced Diploma in Financial Planning
  • Certificate in Relational Financial Planning
  • Award in Long Term Care Insurance
  • Mental Health First Aider
  • ASIST – Applied Suicide Intervention Skills Training