Serenity Acquires Blackstone Wealth Management

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

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

Congratulations to Serenity’s Vicky Parkes

At Serenity, we are always hugely proud of the achievements of the team. Last week, Vicky one of our Client Relationship Managers, based in our Cornwall office completed three successive London Marathons, earning a trio of Bronze Silver and Gold Medals (here she is pictured crossing the finishing line in 2018). Despite being diagnosed with … Continued

How our spending habits change when the days get longer

It’s the time of year when the clocks spring forward, and the days are getting longer. And according to numerous studies, it’s not just our sleeping habits which are affected by this, but our spending. Studies reveal that people tend to shop, dine out and engage in commercial activities more frequently in after-work daylight. So, … 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

Introducing a new blog Escaping The Bucket

Have you ever heard of the analogy of the bucket of crabs? It goes something like this: Take a bucket of crabs, all scrabbling around, then one tries to climb out of the bucket. Guess what? The rest grab hold of it and pull it back into the bucket – they are stopping it from changing … Continued

New Office – Holmfirth

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

Budget 2017: How Will It Affect You?

A summary by Tina Weeks Philip Hammond delivered his first Spring Budget as chancellor yesterday. We’ve taken a closer look at what he had to say and summarise the most important changes that will affect our clients. The good news is there were no significant tax or pensions changes in this Budget that will have any … Continued

Budget Planning

London Financial Advice Firm Ranked Amongst Top Twelve In The UK

  Serenity Financial Planning has been voted one of the top independent financial advice firms in London and the UK. The survey was put together by US based AdvisoryHQ – one of the fastest-growing review and ranking media for the financial advisory, investment, mortgage, banking, wealth management and accounting sectors across the US, UK and … Continued

Ageing – an ongoing problem for debt-laden Europe

A recent report from Reuters suggests that long after the Euro debt crisis is over, Europe will be grappling with an even more serious problem – how to pay for growing numbers of old people.

The population of some countries is stagnant or already shrinking and that could reduce potential savings and economic growth.