Serenity Financial Planning Ltd
At Serenity Financial Planning we have a clear vision of what financial planning really should look like. It's new, exciting and different from other IFA (Independent Financial Adviser) and financial planning firms you may have met. It's about your whole life - not just your money. Your money is the tool to enable you to live the life you want. We encourage you to dream big and then stick with you on your journey to making your dreams reality. We base your financial plan around your life, your goals and ambitions. Through our life planning techniques we can even help you figure out what your goals are. We help and guide you on every aspect of your financial and life planning; from managing your daily budget through to designing and monitoring your investment portfolio. Everyone is different, we understand and respect that. Our approach is revolutionary. We treat you as an individual and give you the time and environment to explore what is important to you. Only when we know what is important to you can we put in place a financial plan to achieve your life's goals and ambitions. That's why we call it Financial Life Planning.
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Verified contacts
10
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- CT
Clive Thompson
Head of Business Standards · General Business & Management
EmailPhone - CT
Clive Thompson
Head of Business Standards · General Business & Management
EmailPhone - HS
Hollie Simpson
Support Team Leader · Customer/Client Service
EmailPhone - JR
Jordan Reid Cfptm
Chartered Financial Planner · Finance & Accounting
EmailPhone - SP
Stephen Page
Financial Planner · Finance & Accounting
EmailPhone - ST
Sue Thompson
Accounting and Finance Manager · Finance & Accounting
EmailPhone - JS
Jade Sylvester
Financial Administrator · Finance & Accounting
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Serenity Financial Planning Ltd
8 distinct titles indexed · top 8 shown.
- 2head of business standards
- 1accounting and finance manager
- 1chartered financial planner
- 1financial administrator
- 1financial planner
- 1practice manager
- 1support team leader
- 1trainee client relationship manager
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