Moving on: Serenity’s Adam Barker pursues Paraplanning role

After 7½ wonderful years, Adam Barker’s journey with Serenity came to an end in December 2019 following his decision to pursue his ambition of becoming a Paraplanner. Over his time with Serenity, Adam had developed into a capable client relationship manager and financial services technician. When he joined us in 2012, he’d given up on … Continued

Staying serene amidst all the Brexit noise

By Tom Desborough, Serenity Financial Planner We’re now a year and a half on from the vote to leave the European Union, yet the negotiations between the UK and the EU seem to be gaining little traction, the longer term implications of the UK’s withdrawal still remain unclear and we’re left with that now familiar … Continued

Serenity Financial Planning appoints Clive Thompson as head of business standards

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