Business Details
Your Trusted Financial Life Planning Partner in Barnet
At Serenity Financial Planning Financial Planning, we specialise in financial life planning, a holistic approach that combines life coaching, financial planning, and expert advice to help clients achieve their life goals. Our client-centric methodology prioritises your values and aspirations, ensuring your financial strategy aligns with your personal vision. With a team of qualified professionals, we provide tailored solutions to manage wealth, reduce stress, and create freedom for clients across the UK.Our FCA authorisation underscores our commitment to regulatory excellence and ethical standards. By focusing on long-term relationships and dynamic planning, we empower clients to navigate financial complexities with confidence, ensuring their resources support the life they envision.
Services
Financial Life Planning
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Highlights and features
- We prioritise your values and life goals in every financial strategy.
- Our team combines life coaching with expert financial planning expertise.
- FCA-authorised for regulatory excellence and client protection.
- Personalised service tailored to your unique circumstances.
- Nationwide reach with localised, dedicated support.
Associations and certifications
- Financial Conduct Authority
What people say
Personalised approach
Excellent service
Achieved financial goals
Stress-free planning
Expert team
Services
Financial Life Planning
Our financial life planning service creates holistic strategies aligning your money with personal aspirations. We combine life coaching techniques with financial expertise to clarify goals, manage resources, and reduce stress. Clients benefit from tailored roadmaps that evolve with changing circumstances, ensuring long-term financial security and freedom.
Retirement Planning
We design retirement plans that ensure financial independence while reflecting your lifestyle ambitions. Our approach considers income requirements, tax efficiency, and investment growth to create sustainable withdrawal strategies. Clients gain confidence through scenario modelling and regular plan adjustments aligned with life changes.
Investment Management
Our investment management service builds diversified portfolios matching your risk profile and financial objectives. We employ evidence-based strategies with ongoing performance monitoring, rebalancing assets as needed. Clients receive transparent reporting and regular reviews to ensure alignment with evolving goals and market conditions.
Tax Planning
We optimise tax strategies to maximise your financial resources through legal tax-saving opportunities. Our approach includes income structuring, inheritance tax mitigation, and pension contributions. Clients benefit from coordinated planning across all financial areas to enhance overall tax efficiency while maintaining compliance.
Estate Planning
Our estate planning service ensures your assets transfer according to your wishes while minimising tax liabilities. We coordinate wills, trusts, and inheritance strategies with your broader financial plan. Clients gain peace of mind through structured legacy arrangements that protect beneficiaries and simplify succession processes.
People
Tina Weeks
Managing Director & Financial Life Planner
Tina Weeks leads our financial life planning approach, combining coaching expertise with financial strategy. With extensive industry experience, she focuses on helping clients align money with life goals through holistic planning solutions.
Clive Thompson
Director & Head of Operations
Clive Thompson oversees operational excellence, ensuring seamless service delivery across our financial planning processes. His leadership maintains the high standards required for effective client support and regulatory compliance.
Jordan Reid
Director & Financial Planner
Jordan Reid specialises in creating tailored financial strategies, leveraging deep technical knowledge to translate client goals into actionable plans while maintaining rigorous professional standards.
Stephen Page
Director & Financial Planner
Stephen Page provides expert financial planning guidance, focusing on long-term wealth management solutions that adapt to clients' evolving personal and financial circumstances.
Hollie Simpson
Client Relationship Manager & Support Team Leader
Hollie Simpson leads client relationship management, ensuring exceptional service coordination and communication throughout the planning process while maintaining organisational excellence.
Questions
What is financial life planning?
Financial life planning integrates life coaching and financial advice to align your resources with personal goals, ensuring financial freedom and life satisfaction.
How do you differ from traditional financial advisers?
We focus on your holistic life vision, not just investments, combining coaching with financial expertise for comprehensive, values-driven strategies.
What services do you offer?
We provide financial life planning, retirement strategies, investment management, tax optimisation, and estate planning tailored to your unique needs.
Do you work with clients outside Barnet?
Yes, we support clients nationwide, including Lincoln, Birmingham, Suffolk, and surrounding areas through virtual and in-person consultations.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring compliance with strict professional standards.
