PRESS RELEASE

Fourth Financial Planner joins Serenity

Described as an exciting new breed of Financial Planning firms, Serenity Financial Planning is delighted to announce that Caroline Keegan will be joining the company as a Financial Planner on 17^th August 2012.

Although Serenity is London based, in line with expansion plans, the company is expanding its footprint around the UK, with Caroline being based in Slaithwaite, near Huddersfield in West Yorkshire.

Caroline Keegan is both a Chartered and Certified Financial Planner and previously spent twelve years with the Yorkshire Investment Group*.

Founder of Serenity Financial Planning and former IFA Personality of the Year (Professional Adviser Awards 2011) Tina Weeks said today:

“We couldn’t be more excited about Caroline coming on board. Not only is she a great financial planner, but she is keen to embrace all aspects of technology, and social media, which we believe will be increasingly integral to how Internet-savvy consumers find, review, refer and engage with financial planners.”

High-touch, high-tech client proposition

Tina Weeks was the first female Registered Life Planner (Kinder Institute) in the UK, and has become synonymous with successfully integrating Life Planning techniques into the company’s advice proposition.

Weeks believes that in a post RDR world, clients will demand far greater value from financial planners, and so will increasingly need to differentiate their proposition to justify fees.

Serenity’s private clients benefit from a contemporary, systemised approach to financial planning which is designed to help them achieve their deepest and most profound goals.

Tina Weeks continued:

“At the core of our proposition is Financial Life Planning, which is the ‘high-touch, high value’ aspect of our business; in fact we subsidise our advisers to attend the Kinder Institute’s Life Planning training courses.”

“But ‘high-tech’ is really important too, so we’re now giving all our advisers free training on how to use Social Media – plus personalised help with optimising their profiles on business networking sites LinkedIn and IFA Life.”

Tina Weeks fully embraces all aspects Social Media, and has engaged Philip Calvert of IFA Life to provide training to her team.

Tina Weeks concluded:

“Caroline is going to be a wonderful addition to the Serenity team, and we’re delighted to be able to take our particular brand of financial planning to new audiences around the UK.”

ENDS

Notes for Editors:

* Now known as UKWM

ABOUT SERENITY FINANCIAL PLANNING

Tina Weeks is Founder of Serenity Financial Planning – a North London based independent financial adviser offering a unique and compelling approach to financial planning. The first female Registered Life Planner in the UK (Kinder Institute of Life Planning), Tina’s private clients benefit from a contemporary, systemised approach to financial planning which is designed to help them achieve their deepest and most profound goals.

The Serenity brand attracts attention from both clients and financial advice firms alike; with many advisers attracted to developing their own business proposition through a transferable and scalable financial planning brand which is of greater appeal and relevance to today’s modern, Internet-savvy and more financially literate consumer.

Contact:

Tina Weeks DipPFS, RLP® MIFP (Hi-res pictures of Tina Weeks are available on request)

London City office:

1 Ropemaker Street, Moorgate, London, EC2Y 9HT

North London office:

76 Capel Road, Barnet, Herts, EN4 8JF

Tel: 020 8440 4788

Mob: 07976 306543

Fax: 0870 458 1986

tina@serenityfp.com

https://serenityfp.com

http://twitter.com/TheFinanceCoach