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.
Next client story
Nel Wilton - Redruth
A client since 2013