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
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
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
Ian Kemp, Serenity Financial Planner in our North Yorkshire office has received good news recently. Ian passed the Chartered Insurance Institute’s AF5 exam on the Financial Planning Process at the end of June. The exam is a test of Ian’s ability to bring together and apply his technical knowledge and planning skills. It’s also another step … Continued
During the summer months, everything seems that little bit more relaxed. People spend more time with friends and family, making the most of the sunshine before the serious skies of winter appear. Studies show that we’re more likely to take care of ourselves and enjoy those ‘little moments’. To put it another way, the … 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
A momentous day for our financial life planner Ian Kemp! After 12 months of challenging study and training, Ian has become a Registered Life Planner with The Kinder Institute of Life Planning. The culmination of a journey for Ian as he finds better ways of supporting and helping clients live more fulfilling lives. Traditional financial advisers focus … Continued