Serenity Financial Planning appoints Clive Thompson as head of business standards

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 … Continued

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Introducing a new blog Escaping The Bucket

Have you ever heard of the analogy of the bucket of crabs? It goes something like this: Take a bucket of crabs, all scrabbling around, then one tries to climb out of the bucket. Guess what? The rest grab hold of it and pull it back into the bucket – they are stopping it from changing … Continued

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New Office – Holmfirth

We are incredibly delighted to announce that one of our financial life planners Caroline Keegan has opened a new office in her home town of Holmfirth. This small town is located in West Yorkshire and is widely known for being the setting for ‘Last of the Summer Wine’. On moving into her new office, Caroline … Continued

Budget 2017: How Will It Affect You?

A summary by Tina Weeks Philip Hammond delivered his first Spring Budget as chancellor yesterday. We’ve taken a closer look at what he had to say and summarise the most important changes that will affect our clients. The good news is there were no significant tax or pensions changes in this Budget that will have any … Continued

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London Financial Advice Firm Ranked Amongst Top Twelve In The UK

  Serenity Financial Planning has been voted one of the top independent financial advice firms in London and the UK. The survey was put together by US based AdvisoryHQ – one of the fastest-growing review and ranking media for the financial advisory, investment, mortgage, banking, wealth management and accounting sectors across the US, UK and … Continued

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Ageing – an ongoing problem for debt-laden Europe

A recent report from Reuters suggests that long after the Euro debt crisis is over, Europe will be grappling with an even more serious problem – how to pay for growing numbers of old people.

The population of some countries is stagnant or already shrinking and that could reduce potential savings and economic growth. 

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The Changing State of the National Pension Pot

In 2011, the value of assets held in UK funded pensions was £2,040.7 billion, which was equivalent to 135% of Gross Domestic Product (GDP) for the UK.  Self-administered pension funds, most of which are associated with defined benefit occupational pension schemes, accounted for 71% of the total.

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Diary of an IFA: Tina Weeks

Tina Weeks, financial life planner for Serenity Financial Planning, spends her week rushing between Oxford, Tower Hill, Curzon Street, Moorgate and Pall Mall – all the while juggling clients, children and the latest ‘apps’.

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