We are delighted to announce that we have completed our latest acquisition with the purchase of Blackstone Wealth Management Ltd, strengthening our position as the largest firm of Financial Life Planners in the UK. Blackstone Wealth Management is based in Walsall in the Midlands and was founded by Craig and Guzz Burgess who are also the … Continued
It’s the time of the year when we all think about what we are going to do differently. It’s also the time of the year when we really don’t believe we will or can change. If we start with that mindset it’s not surprising that we don’t achieve what we say we want to. We … Continued
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
We are incredibly delighted to announce that one of our financial life planners Caroline Keegan has opened a new office in her home town of Holmfirth. This small town is located in West Yorkshire and is widely known for being the setting for ‘Last of the Summer Wine’. On moving into her new office, Caroline … Continued