Teresa Ball DipFA

Practice Manager

Teresa is Serenity’s ‘people person’ and is based in our Lincoln head office and overseeing the day-to-day running of the team and practice.

As a native of Lincoln Teresa now lives with her husband Roy in Leicestershire.  She has two grown-up children, who have given her four wonderful grandchildren.

Teresa has worked predominantly within the Financial Services Industry during the last 20 years in both operational and compliance roles, and particularly enjoys interaction with both clients and colleagues.  More recently she had been assisting clients with their estate planning needs by talking clients through the process, understanding what they were looking to achieve, and facilitating their wishes.

“Life is short, so I like to have a smile on my face, take in my surroundings and enjoy the company of others and listen to their stories”.  To maximise her mantra, Teresa looks forward to taking time to get away in the caravan and visit all the places the UK has to offer.

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Head of Life Planning &
Financial Life Planner

Ian Kemp

Financial Life Planner

David Bostock

Senior Client Relationship Manager

Hollie Simpson

Client Relationship Manager

Lauren Oakley

Client Relationship Manager

Sue Thompson

Client Relationship Manager

Jordan Reid

Financial Planner

Nader El Harake

Trainee Financial Planner

Beth Evans

Operational Support Administrator

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