What is Evidence Based Investing?

A guest blog by Robin Powell, an award-winning journalist and financial educator. He blogs as The Evidence-Based Investor at evidenceinvestor.com. A phrase you may have heard about lately is evidence-based investing. You would have thought that, in investing, as in, for example, medicine or criminal law, everything is based on evidence as a matter of … Continued

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

What do you really, really want to accomplish this year?

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

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

Four Websites To Save You Money TODAY

  It’s spring and the time of year for trying new things. Here are some straight-forward and helpful websites that can help you save money with no hidden complications. Why not use a little bank holiday time to see if you can improve your monthly budgets by trying them out?   Supermarket comparison Mysupermarket.co.uk compares … Continued

How To Manage Your Emotions About Money

Whether it’s anger, anxiety, jealousy or extreme excitement, we have a whole rainbow of emotional reactions to our financial situations. Here is an outline of how you can take a step back and gain a calmer, clearer perspective   ANGER Whether it’s a little irritation that the supermarket ‘deal’ you’ve just seen is a blatant … 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

Carpe Diem – How To Plan To Seize The Day

Words: Ian Kemp, Serenity Life Planner I‘ve just come back from a few weeks in New Zealand, visiting our son, daughter-in-law and young granddaughter. This is a key part of my life plan, which I worked through with my coach, to clarify how it was going to be possible. It’s a long way to New Zealand, … Continued

Why avoiding the news is good for your wealth

Unless you live on another planet, you will have found it rather hard to avoid the latest twists and turns in the ongoing political drama that is Brexit. But if you can avoid Brexit, it could be good for your finances. Much has been made of how terrible the uncertainty and ongoing political wrangling is … Continued

How To Really Look After Your Greatest Asset

Spring is here and many of us begin to think about eating more healthily at this time of year. However, for most of us, it seems the main barrier to this is money. A survey by Aviva recently revealed more than half of us feel ‘healthy’ foods are too expensive. This often plays out when … Continued