Professional Financial Centre
Meadow Gate Woods Farm Easthampstead Road
Wokingham Berkshire, RG40 3AE
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Life Planning Financial Life Planning Financial Wellbeing Financial Coaching Pre Retirement Planning Post Retirement Planning Investments Protection
About My Practice
I am an independent Chartered Financial Planners, based in Berkshire. My service is based on the core principle of empowering my clients to understand and take control of their personal and financial futures. I believe in building an enduring and trusted relationship with you as my client. My approach is informal and welcoming where you can join me for a cup of tea and a chat. I provide 'sleepability' - a phrase I've adopted to describe how I put you in control, helping you sleep at night.
About Jeremy White
I have now reached the tender age bracket of mid 50s and have been working in financial services for over 30 years now. I remain passionate about helping my clients plan for their future lives. I am also a qualified yoga teacher and although not currently teaching I have my own twice daily yoga and meditation practice.
Any and all who would like to have a chat about their futures and are serious in identifying, achieving and maintaining the life you want.
Despite swearing on leaving university that I would not take any more exams, I have managed to achieve the following professional standards - Fellow of the Personal Finance Society, Associate of the Chartered Insurance Institute and Financial Coach Practitioner. It is amazing that all that studying does not feel too much like hard work if you are passionate about what you do.
I am fee based.
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