Testimonials

Many of my clients have been kind enough to comment on my services at Planning for Life and other places where I have worked with people. Here are a few of them>

Testimonials

Gerry and Annette

'This was a truly liberating experience and at the end I was able to make decisions, both financial and life style, based on a clear understanding of my financial situation and realistic aspirations.'

Testimonials

Justin and Winnie (2)

'It was the tension between vision and reality created by this process that gave my wife and I the impetus to make substantial changes to the way we thought about and managed ourselves financially.'

Testimonials

Mick and Grace Scott

'(...) we were shown how, with little tweaks in the way we managed our money, we would be able to afford the things we wanted over the coming years.'

Testimonials

Simon Lees

'(...) the work that we did together was to bring to the surface and crystallise some of the dreams and thoughts that I was curious about and wished to explore in more detail.'

Testimonials

Lynn Holmes

'This revolutionised my feelings about money and I became much more in control of it. It freed me up to plan for the future as well as dealing with the present.'

Testimonials

Bill and Thelma Port

'Jeremy is very straightforward, extremely competent and very approachable - he is more like a friend than an adviser.'

Testimonials

Justin and Winnie (1)

'Embarking on this process with you has already helped hugely by focusing us on our values, enabling us to share dreams openly and without reservation or fear, and given us a sense of possibility about the future that we, in truth, did not feel.'

Testimonials

Name withheld at client’s request

'It was a revelation to me to look at things, as I felt, "the other way round"; I had always looked at the amount of money I had and made decisions from that instead of recognising my life priorities and heading for those.'