Carol Wilkinson


A client since 2014

My life had been turned upside down and the changes I faced were challenging and daunting. I needed a financial adviser – but who?

All I knew at that time was that I needed someone I could trust to give sound advice and to work in my best interests. Through recommendation, I found myself in Clive’s office, feeling lost and not having a clue about my financial future.

We chatted, not only about money, but about what was important to me, about family, about the future, about hopes and dreams, about reality. I was thankful I had been sent in Clive’s direction.

From thinking life was a financially scary place, I soon felt financially safe and secure – I had found a financial adviser who would not only look after my finances, but someone I could rely on for sound advice, someone who cared about the things are were important to me; in fact, someone who cared about facilitating a good quality of life for me and my family.

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! I don’t worry about my finances now as they couldn’t be in better hands.

I would recommend Clive and the Serenity team in a heartbeat! I can honestly say I have never felt so financially safe as I do now – I cannot thank them enough.

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Next client story

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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