Almost all the things we worry about can be traced back to a financial concern.
Without a robust financial plan, supported all the way, it does not take too much to disrupt those those dreams and aspirations we hold so dear.
Serenity Financial Planning reverse engineer the traditional financial advice process, and instead of your life being tailored to your finances, take the approach to tailor your financial plan to deliver the life you want.
With offices spread across the UK (Cornwall, London, Lincolnshire, North Wales and Yorkshire) all of our advisers are fully qualified Registered Life Planners with the Kinder Institute, many of whom are now Masters in Life Planning. Serenity founder Tina Weeks and Jeremy have both worked alongside George Kinder in training the next generation of RLPs.
As Head of Life Planning for Serenity, Jeremy is instrumental in supporting its advisers, not only in their work with their clients, but also in the pursuit of their own life plans.