Serenity Financial Planning, the UK’s largest financial life planning business, has appointed Clive Thompson from within the business to the new role of head of business standards.
Clive has worked as a financial life planner at Serenity Financial Planning for the past nine years, showcasing a new approach to financial planning that has proved popular amongst his clients in Lincoln.
As head of business standards at Serenity, Clive will be responsible for ensuring the business runs efficiently and is optimised for delivering the best outcomes it can for its clients. The role will involve being accountable for the profit and loss results, executing the business plan, holding the leadership team accountable, and being the steady force for the organisation.
Clive will also continue to work with a select number of clients in a financial life planning capacity.
Prior to joining Serenity Financial Planning Clive ran two small IFA practices in Lincoln and has now been in the financial services industry for over 21 years.
Clive says: “Having worked closely with the Leadership Team at Serenity for the last three years, it was apparent that the business needed someone to focus on the essential functions that lie behind the work we do with our clients. We offer a first-class client experience and so it’s important that everything we do behind the scenes works to deliver that. I was thrilled to be offered the opportunity to take on the role.”
Commenting on the appointment, Serenity Financial Planning founder Tina Weeks says: “I am delighted to appoint Clive as our new head of business standards. With the growth we’re seeing internally at Serenity we knew we needed someone who would keep the business running smoothly for our staff and clients, essentially someone who makes sure the trains run on time for us. I’ve worked with Clive for some time and I have no doubt that with his skills, he’s absolutely the person for this job.”
For further information, please contact:
Tel: 07976 306543
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