We’re Financial Life Planners, helping people at every life stage to clarify their goals and get organised, so that they have more freedom to dream big

Why choose us
Our vision is to bring financial life planning to as many people as possible, so that they can live a life of freedom without worrying about money.

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?”.

Get started

Client stories

Andy Williams -

A client since 2012

They really do care, they get to know you and it’s personal. They are obviously very good at life planning but, honestly, it is so much more than that.
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Carol Wilkinson - Lincoln

A client since 2014

I haven’t looked back – it seems all the wonderful things I thought would be pipe dreams are becoming a reality: fun times with grandchildren, holidays, savings and even the dogs are factored in!
Read full story

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.

Our approach

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.

Tina Weeks Managing Director &
Financial Life Planner
Clive Thompson Director,
Head of Business Standards &
Financial Life Planner
Jordan Reid Financial Planner
Stephen Page Financial Planner
Hollie Simpson Client Relationship Manager & Support Team Leader
Beth Evans Financial Administrator
Sue Thompson Accounting & Finance Manager

Call us

If you’d like to get in touch over the phone, please give us a call and we’ll be able to help.

Email us

If you’d prefer to email us, get in touch and we’ll get back to you as soon as possible.

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