Jeremy Squibb

Review from verified client

March, 2016

What were the circumstances that caused you to initially look for an adviser?

I needed advice on international law around inheritance planning as well as local investing and mortgages.

How has Jeremy Squibb helped you?

Jeremy was knowledgeable, personable, professional, prompt and extremely helpful, going out of his way to ensure I received the right advice.

Have you seen the outcome you were hoping for?

Jeremy pointed me in the right direction for my needs and provided me with the information and other contacts that I needed to move forwards.

First impression from a user who is not yet a client

February, 2015

Please provide a brief comment about your experience with Jeremy

Extremely friendly, helpful and professional advice.

Review from verified client

December, 2014

How has Jeremy Squibb helped you?

I recently consulted Jeremy about the possible transfer of my existing pension. I felt that he completely understood my situation and concerns and offered excellent unbiased advice which I will be following. I found his frank attitude very refreshing and was impressed by his sincerity.

What could they have done better?

I really don't think there is anything he could do better.

First impression from a user who is not yet a client

July, 2014

Please provide a brief comment about your experience with Jeremy

He was very pleasant but (sorry Jeremy) I didn't hear anything new. It was the same old "you give us a load of your money upfront and fingers crossed you'll make a bit yourself". Some like that system, but I just wanted to test the water first - it's all

Review from verified client

June, 2014

How has Jeremy Squibb helped you?

Listens and feedbacks to requirements extremely well. Has a wide depth and deep understanding in the financial markets and the different options available to specific requirments. Really helped to structure long term objectives from day one and keeping it simple, both from a company setup and from a personal setup in getting the right plan together.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Takes the time to listen, takes the time to explain, is open minded regarding persona requirements and situations without judging or inflicting his own ideas.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy has an all encompassing view of our situation, always keen to assist with areas outside the 'norm' of financial planning - but which make a huge impact on our lives. He is always available at the end of the phone with good advice, support and encouragement.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy is very professional and so easy to talk to. He provided me with detailed answers to my question. I have such confidence in him and would definitely recommend him to friends.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy gives down to earth honest realistic advice. I have & would recommend him to others.

What could they have done better?

Apart from see into the future there's not much room for improvement.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy takes time to find out your individual circumstances and takes a real interest in finding out what you really need from your savings and investments. He then proposes a tailored solution from a range of available investments, before giving you the power to decide whether you want to proceed or not. There is no pressure to buy, but Jeremy's excellent manner and approach to helping you decide what's best for you mean that it becomes easy to trust him with your investments and pensions.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

A very thorough practitioner who is not just motivated by commission but what is best for the client. Focus is on what suits the family and me and our priorities in life.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy has been an excellent advisor - he takes the time to listen to your needs before making recommendations and gives you a great deal of confidence in his approach, which rubs off on me!

What could they have done better?

Not a thing!

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

I found that Jeremy quickly identified what was important to me and my family. Following which he put together what was best for me in my situation. He is very approachable and listens to what I would like to achieve and proposed the best solution for me personally.

What could they have done better?

Nothing further to add here.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Talks honestly, sensibly and realistically about things that we should consider. Does not push towards a particular product, but advises on products in an impartial manner.

What could they have done better?

Not sure he can improve. As he does all we want, when we want at a price we want.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy listened very closely to my issues and then asked some really relevant questions to get to the real reasons for change and my main driving force for the future.

What could they have done better?

Not a lot really, dealt with me to my utmost satisfaction.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Personal knowledge of our situation

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy SQUIBB has dealt with our finances for a few years now. He understands with my husband having suffered two strokes that our situation has to be carefully evaluated and has given us excellent advice for us in our circumstances. He helped us work out our risk assessment and described the charges, value for money and in all provided a friendly, professional service. We trust Jeremy and have every confidence in him. He is always available.

What could they have done better?

nothing!! JeremY' s qualities are all those displayed further down but I can't find a way of displaying them all!!M

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

You name it he does it on demand.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy takes the time to get to know you well & know what you value in life. As a result, he provides so much more than just financial options, offering true financial advice. Previous Financial Advisors were good at providing me with facts and options but that was it. Jeremy differs in that by taking the time to find out what is important to you, he offers proper advice. He is the only Financial Advisor I've met so far who comfortably answered with a straight forward reply when I asked 'What would you do if you were me?'

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Looks after our financial interests and keeps us well informed, he explains things and nothing is too much trouble for him.

What could they have done better?

Nothing. We are very pleased with the service he provides.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy is enthusiastic and passionate which is infectious. He explains things clearly and offers excellent advice.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy has a very open and honest approach, which immediately gets "buy in " from clients/customers. He listens well, and always gives solid, and valuable advice. He comes across as a very able financial planner and advisor.

What could they have done better?

Spread the word and offer his services to a wide client base.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy listened to my requirements and advised me of all the options. He has a holistic and professional approach to all matters financ. Highly recommended

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy listens ! He really takes the time to understand and appreciate our situation, help us find our way through the options available - which are relevant and appropriate to us (not just following a preconceived process), and gives us a number of ways to move forward, both financially and personally. Very insightful and approachable, with great compassion, understanding and knowledge.

What could they have done better?

Nothing we can think of, he is always there, ready to guide us as we need it.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Very professional service, yet maintaining a warm and relaxed approach to my financial planning. The use of the financial planning tool Voyant has made my finances become far more understandable and gives me a picture of the future. This gives me great comfort and took away the uncertainty of retirement, helping me to make concrete plans for the rest of my life.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Keeps us well informed and is very personable.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

great advice, Jeremy takes the time to listen to your own needs. First class service.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy listens! He is a compassionate man who has supported me through the horror of losing my husband, by caring about my future.

What could they have done better?

Nothing!!

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy offers excellent advice in an easy to understand manner without including loads of flannel! He has his clients interests at heart and I would fully recommend his services to anyone. Before I engaged Jeremys services my various finances were scattered here and there but have now been brought together under a single managed state. I would recommend his services to anyone.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Jeremy is friendly and easy to talk to and makes you feel at ease right from the start. He takes time to work out what you want to achieve and what your plans are. Jeremy explains things clearly and we feel confident that we are getting the best advice.

What could they have done better?

Nothing at present.

Review from verified client

May, 2014

How has Jeremy Squibb helped you?

Injects care into an area which I've never associated with anything other than dry figures. Understands his clients very well and really empathises with them in everyway. His advice is honest and real and I trust him.

What could they have done better?

He does everything well but I would like him to bring his trumpet/cornet next time I see him.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Always keeps us informed as circumstances change.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Offers informed guidance in a friendly and honest way. He is very thorough and gives a balanced opinion.

What could they have done better?

At this time I can think of nothing in my situation.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy has taken the time to understan my individual circumstances and reviewed a number of options for pension arrangements. They were presented rationally and with all the pros and cons clearly explained. I am confident I have been given sound longterm advice and will coninue to rely on Jeremy's expertise.

What could they have done better?

Nothing

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy is an excellent advisor who takes the time to understand your needs and really helps you to focus on what you want to achieve in the future.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy explains things clearly, is upfront and clear about charges, looks at the whole picture to give the best advice for the individual and I know I can trust him to effectively look after my finances. I would not hesitate to recommend him and regularly do.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy is very professional and has undertaken my investment in a sympathetic and understanding way,he has advised me in the best interests and has taken into account my situation regarding this investment,he explains things clearly and is very helpful.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy is very attentive and takes the time to understand both my financial and wider needs. His ability to link my personal goals to my financial plan, and illustrate their possibility through the Voyant planning tool has really brought my financial plans and dreams alive.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

takes full control of my needs and plans and carry out my wishes to the letter

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Takes time to explain the suggested plan of action. Very efficient when it comes communication. Very helpful with tricky situations Planning made with our interests always at the fore

What could they have done better?

Perhaps there would be some merit with a quarterly visit/review.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy was recommended to myself and my wife, and we would recommend him to others with complete confidence. Jeremy's approach through life financial planning was exactly what we were looking for and received. The advice, financial planning tools and understanding our needs and future goals were all excellent.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy takes the time to understand my needs and explains them in a way that I can understand. I have not always found this to be the case with other professionals.

What could they have done better?

No improvements required

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy offers a professional and effiicient service, matching the needs of the client to the products.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy takes the time to get to know me and my family and therefore understand my financial needs.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy provided clear advice regarding a change of company pensions schemes in advance of the auto-enrolment requirements. He was able to present to our employees, who have a varying range of knowledge regarding pensions and enable both the employees and company to select the best options for all of us. Following the set up, he continued to communicate with us and was always available for further advice if our employees needed it.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Makes the terms understandable in plain english

What could they have done better?

Nothing, doing a great job.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy can speak on all financial matter in a manner which is both clear and easy to understand. Jeremy doesn't use jargon which can confuse whereas too many other advisers speak in a way which can mislead or confuse. He adapts professionally to suit and meet his clientèle.

What could they have done better?

I am fully satisfied with the advise I have received from Jeremy and would thoroughly recommend him as a first class financial advisor.

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

HE TAKES THE TIME TO LISTEN TO WHAT WE REQUIRE AND THE ADVISE ACCORDINGLY

What could they have done better?

WE ARE REALLY CONFIDENT WITH JEREMY

Review from verified client

April, 2014

How has Jeremy Squibb helped you?

Jeremy is a pleasure to do business with. We are often very busy when we meet and are on a tight time scale but Jeremy gets to the point with patience and humour. Even though our minds are on other things we both take in his advice and recommendations and act upon them.

What could they have done better?

This is the first of April so we will refrain from comment Jeremy!

Review from verified client

March, 2014

How has Jeremy Squibb helped you?

Jeremy explains things in "easy to understand" language and takes time to ensure his clients are happy. He has a very wide financial knowledge. A pleasure to deal with.

What could they have done better?

Can't think of anything!

Review from verified client

March, 2014

How has Jeremy Squibb helped you?

Jeremy is very good at explaining things in idiot terms ( which is good for me!!) spends a lot of time finding out what I need, and what is best for me, unlike a lot of financial advisers, a true life planner, and I would not hesitate to recommend him to anyone who needs their finances sorted out.

What could they have done better?

Nothing springs to mind

Review from verified client

March, 2014

How has Jeremy Squibb helped you?

A kind and gentle person who gave advice without pressure and left me feeling cared for without being obliged to accept or employ his firm.

What could they have done better?

His approach was both professional and caring. Nothing to improve upon.

Review from verified client

March, 2014

How has Jeremy Squibb helped you?

Our personal situation is tricky and thwart with issues relating to a previous mortgage which unfortunately are going to be hard to over come but what we appreciated was the good honest advice, covering every available option with achievable realistic options.

Review from verified client

March, 2014

How has Jeremy Squibb helped you?

He has been my Financial Advisor since 2002 & I feel very comportable & trust him, he makes it easy to understand & listens to what I need, has helped me keep my capital but also to get an income . Jeremy was especially good when my husband passed away and went above what I expected.

What could they have done better?

I am very happy with all he does for me

Review from verified client

March, 2014

How has Jeremy Squibb helped you?

Not only do I trust Jeremy with my own pensions and investments we also regularly refer Jeremy as our trusted advisor locally for our business at Penna. Jeremy is experienced, approachable and supportive. His advice goes way beyond the financial. He is skilled at looking beyond your immediate financial needs and he is able to facilitate your thoughts around your life goals and aspirations for the future to enable you to achieve them. In my opinion it is very rare to meet an IFA who is so experienced, knowledgeable, emotionally intelligent and willing to go the extra mile to help you to achieve your goals. Jeremy represents what a true, trusted IFA should be!

What could they have done better?

Absolutely nothing!

Review from verified client

February, 2014

How has Jeremy Squibb helped you?

In the same way you expect a plumber to be able to fit a tap you expect a financial adviser to know their stuff but Jeremy goes way beyond this. He certainly does know the business of financial planning and has never been unable to answer any question that I have come up with, but more than that he has always been willing to go the extra mile and do things that on the face of it offered him no immediate financial benefit. Added to this his holistic approach to finance; incorporating life planning and an almost magical view of its place in ones life makes woking with him a transformational experience. He brings a dry subject to life and I count my self fortunate to have found him.

What could they have done better?

Given what I have said it would be difficult to suggest anything that would markedly improve his service.