Tina Weeks - Managing Director & Financial Life Planner
Your life. Your money.
Make it count.
Financial life planning is a dynamic process that can benefit anyone and everyone. It’s a combination of life coaching, financial planning and expert advice.
Your financial life plan will look closely at your finances and answer all your questions such as “Will I have enough money to do all the things I want to do?” and “Am I doing everything I should be doing with my money?”.
R and J Snelling - Tiverton
A client since 2017
Andy Williams -
A client since 2012
Alan and Olive Trewhella - Helston
A client since 2010
Adam Pearson - Newquay
A client since 2019
Carol Wilkinson - Lincoln
A client since 2014
Nel Wilton - Redruth
A client since 2013
At Serenity Financial Planning, we know that great financial planning is about planning a great life.
That’s why we call it financial life planning.
You’ll expect financial planners to analyse your situation then recommend financial solutions. Our work together will go far beyond that, helping you build a clear vision of your future, taking away the stress that comes from worrying about money, so that you can concentrate on living your life to the full.
Financial planning that:
- Puts you and your values at the heart of the work we do
- Focuses on the attainment of your life’s goals and ambitions
- Gives you the time and environment to plan for the future and explore what’s important
Meet the team
From our Financial Life Planners to our Client Relationship team, everyone at Serenity has the qualifications and experience to ensure that you have the correct financial architecture in place; both for now and for the future.