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

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Head of Business Standards &
Financial Life Planner

Jordan Reid

Financial Planner

Stephen Page

Financial Planner

Support Team

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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