Tina Weeks RLP®, DipPFS

Managing Director &
Financial Life Planner

I set up Serenity Financial Planning to bring financial life planning to as many people as possible.

I love my work. I feel so lucky to be able to work with people and help them see a different way of thinking about their money and about their life.

I have been a financial adviser for over 24 years and during that time I have come to realise that so many people struggle so much with money. Regardless of how much they have. People’s relationship with money actually impacts their relationship with everything in their life and taking control of it brings an amazing positive impact.

I work with my clients over the long term helping them build on and grow their financial plans so that they have enough money to do all the things that they want to do. I coach my clients to stop worrying about money and feel confident about their finances. As well as helping my clients change their mindset, I show them how to manage their money on a day to day basis and explain financial and tax concepts in a simple way.

I believe that financial planning is about so much more than money. I work best with people who are ready to get their finances and their investments in order and are willing to be coached to look at all aspects of their life so they can achieve the best possible outcomes.

I believe so strongly in the relationship-based approach to financial planning that I run training programmes that help other financial planners work in this way.

Tina lives in North London and loves spending time with her two teenage children; she finds they are the best test of her coaching skills! She was born in London, but her parents are both Greek. She is fully bilingual and extremely proud of her Greek heritage.

Tina is a bit of a foodie and loves going out to eat, but equally enjoys throwing together one of her own creations. She also loves spending time walking outdoors, except when it’s too cold; then you’ll find her curled up in front of the fire with a good book or a Netflix box set.

Contact details

Barnet office

76 Capel Road, Barnet, EN4 8JF

Qualifications

View other team members

Clive Thompson

Director,
Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Director,
Head of Life Planning &
Financial Life Planner

Ian Kemp

Financial Life Planner

Hollie Simpson

Client Relationship Manager

Dan Monahan

Client Relationship Manager

Tom Desborough

Financial Life Planner

Sue Thompson

Client Relationship Manager

Aaron Erişkin

Financial Life Planner

Karen Lang

Client Relationship Manager

Jane Ball

Financial Life Planner

Kevin Thornton

Financial Life Planner

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Qualifications

  • Diploma in Financial Planning
  • Registered Life Planner (RLP)
  • Master of Life Planning
  • AF7 – Pension Transfers
  • J01 – Personal Taxation
  • J02 – Trusts
  • J05 – Pension Income options
  • R01 – Regulation and Ethics
  • R04 – Pensions and Retirement Planning
  • R08 – Pension update
  • CF2 – Investments and Risk
  • CF8 – Long Term Care Planning
  • MAQ (Mortgage Advice Qualification)