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
It’s the time of year when it’s getting a little bit chilly and our energy bills will start to rise. A few simple changes can help to keep the costs down and help you to lead a more sustainable lifestyle. According to the Energy Saving Trust most households could save £100s each year as … Continued
It’s the time of year when retailers pull out all the stops to encourage us to shop. There are offers with imminent deadlines, tempting window displays and essentially the whole armoury of tricks on display to get shoppers to spend as much as possible in the coming weeks. If you are one of the … Continued
If you’re looking for ways to get on top of your money in the run up to Christmas, here are 5 things you can plan in less than an hour so your cash goes further. Work out your money trade-offs At some point in their lives, everyone has had to make trade-offs with … Continued
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
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
Harvest Festival will soon be upon us. Those harvest baskets full of fruits and vegetables and celebratory songs have been a way of giving thanks since pagan times. But Harvest Festival is more than just a celebration – it has also been used as a way to save food and supplies in times of … Continued
September is a month of new starts. Back to school, back to work, back to business for many of us after the holidays. And because the school holidays or summer breaks often mean a break in routine for many of us, it’s a great time to break bad habits and build newer, better ones. … Continued
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
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
