Why money talk can bring a little romance into your life

They say Money Can’t Buy You Love, but as Financial Life Planners, we know that while talking about money is not typically a conversation for Valentine’s Day, it can certainly enhance your romantic relationships.   In the long run it can also improve your financial wellbeing….   A recent survey of 2000 British adults revealed … Continued

Young family struggling with personal finance

5 Lessons that the tax return deadline can teach us all

While not everyone needed to be concerned about the 31st January deadline to submit Self Assessment tax returns, for those who are registered as self employed, it’s always a date etched deeply into the conscience. And yet, according to HMRC, in 2018 nearly 750,000 people missed it, most incurring fines as a result.   Get … Continued

Businessman has lack of time. Time management skills. How much time left till deadline. Time to work. Man bearded surprised businessman hold clock. Stress concept. Mature man with wondering

Introducing Hollie Simpson, Client Relationship Manager

More exciting news from Serenity! Our client support team has recently been boosted with the arrival of Hollie Simpson who joined us as a Client Relationship Manager based in our Admin Hub in Lincoln. Originally from Newcastle, Hollie recently moved to Lincoln having worked for Santander Bank. She brings with her valuable experience and skills in … Continued

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The Value of Loyalty

It’s the time of year when we are faced with a barrage of advertisements from price comparison websites reminding us of the importance of checking how much we may be able to save if we switch everything from energy providers to mobile phone operators, broadband packages to home insurance.    Whilst there is no doubt … Continued

Close-up Of A Businessperson's Hand Removing Loyalty Card From Purse

Three must dos before you retire

Retirement is often something people look forward to as they reach the end of their working lives.  Often, the people who are happiest in retirement are those who’ve thought about what they want in advance and put in place an effective structure for their lives.   You might not be retiring just yet, but it’s a … Continued

Senior couple meeting with agent or advisor

What’s Your Perfect Day

Just when you think it wasn’t that long ago when we were tucking into our Easter eggs, we are now only a few weeks away from the longest day of the year. It’s a reminder of how quickly time passes, but also a good prompt to think about how we spend our day to day … Continued

What's Your Perfect Day

5 Chinese Money Beliefs That Can Make Your Life Richer

February 16th, 2018 marks Chinese New Year. While the Chinese have many traditional superstitions involving gifts of money at this time, some of the ancient Chinese wisdom and cultural attitudes to money can help all of us to enjoy more balanced, enriched lives. Here are five Chinese money beliefs to ponder… 1 – Be frugal … Continued

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How to avoid family conflicts over money

  Christmas is the time of year when there are more family arguments than any other time, because we spend more time together – and money is in the top three subjects to cause the argument. Here are a few simple guidelines to avoid money causing a major rift with people you care about.   … Continued

large family clinking glasses on christmas dinner

Be Mad As The March Hare

Now that the gloomier winter months have passed us by, it is a good time to reflect on the dreams of a better life that may have kept us going on the more miserable days. Maybe you imagined having a new job or moving to a different country. Well, just because the days are getting … Continued

Mad March Hare

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

Budget Planning