Congratulations to our Financial Planner Ian Kemp

  Ian Kemp, Serenity Financial Planner in our North Yorkshire office has received good news recently. Ian passed the Chartered Insurance Institute’s AF5 exam on the Financial Planning Process at the end of June. The exam is a test of Ian’s ability to bring together and apply his technical knowledge and planning skills.   It’s also another step … Continued

Ian Kemp

Mindfulness techniques to create healthy financial habits

  During the summer months, everything seems that little bit more relaxed.  People spend more time with friends and family, making the most of the sunshine before the serious skies of winter appear. Studies show that we’re more likely to take care of ourselves and enjoy those ‘little moments’. To put it another way, the … Continued

Calm woman relaxing meditating with laptop, no stress free relief at work concept, mindful peaceful young businesswoman or student practicing breathing yoga exercises at workplace, office meditation

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

Ian Kemp – Registered Life Planner

A momentous day for our financial life planner Ian Kemp! After 12 months of challenging study and training, Ian has become a Registered Life Planner with The Kinder Institute of Life Planning. The culmination of a journey for Ian as he finds better ways of supporting and helping clients live more fulfilling lives. Traditional financial advisers focus … Continued