We are likeminded people who all work in the same way
At Serenity Financial Planning, we have a clear vision of what financial planning really should look like. It’s new, exciting and different from the way other Independent Financial Advisers and financial planning firms operate.
Everything we do is about you. It’s about your whole life; not just your money. We understand that your money is simply the tool to enable you to live the life you want.
Nevertheless, in order to ensure you receive proper financial life planning, you have to have the right team of experts working for you.
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.
We’re here to support and guide you, every step of the way.
Financial Planning Team
Managing Director &
Financial Life Planner
Director,
Head of Business Standards &
Financial Life Planner
Financial Planner
Financial Planner
Support Team
Client Relationship Manager & Support Team Leader
Financial Administrator
Financial Administrator
Accounting & Finance Manager