SERENITY FINANCIAL PLANNING LIMITED - Key Persons
Job Titles:
- Financial Administrator
- Member of the Support Team
Beth supports our Client Relationship Managers and Financial Planners and works in the Lincoln office.
Originally from North Wales, Beth now lives in Lincoln with her partner Antony having previously spent most of her life in Liverpool.
Having studied Theology for 5 years at Chester University, Beth began her career in the financial sector following the completion of her Masters degree working with legacy pensions for Phoenix Life. She soon developed a keen interest in pensions and understanding their complexities, which led to her wanting to pursue a role in financial services.
In her spare time, Beth can be found reading as she attempts a New Year's resolution to read 52 books this year - she's currently on book 44. Beth is also an avid baker, her favourites include traditional Welsh bara brith, hot cross buns, and cherry bakewell.
We look forward to sampling these at the quarterly team meetings, with her chocolate brownies already legendary in the Lincoln office.
My Favourite…
Book - ‘Franksenstein' by Mary Shelley
Film - Stand by Me
UK Holiday Destination - York
Holiday Destination - Italy
App - Reading List
Job Titles:
- Member of the Financial Planning Team
- Director, Head of Business Standards & Financial Life Planner
- Financial Planner
Clive has been a Financial Planner for 20 years. In 2010, he discovered a different way of delivering a life people want; not just the money they want. Now a Registered Life Planner (RLP), Clive helps people figure out what they really want to do in their lives, then works with them to make sure they have enough money to do it.
Over the years, Clive has become acutely aware of the aspects of his work that his clients truly value. Ongoing coaching, the opportunity to discuss concerns confidentially and help to achieve previously out of reach goals mean far more than any financial product. Clive believes that this understanding of his clients lies at the heart of the successful relationship he enjoys with them.
Clients generally contact Clive because they're going through a transition in life. This is often as retirement approaches, but it can also be due to divorce or bereavement. No matter your situation, Clive will help you to establish your aspirations.
The financial plan he creates for you will be based around your whole life; not just your money. Clive will encourage you to dream big, then stick with you on your journey to making your dreams a reality.
Job Titles:
- Member of the Support Team
- Senior Client Relationship Manager
David is our Senior Client Relationship Manager having worked in financial planning since 2015.
Originally from the ex-mining town of Ilkeston, David has remained close to his home town of Nottingham, and has recently moved in with his partner Emma.
David's passion is history specifically the Crusades and Medieval Military Orders of the Knights Hospitaller and Knights Templar having graduated from Nottingham Trent University with a degree in the subject. Despite this David found an unexpected enthusiasm for a career in financial services. His journey begun in pension administration, but he then progressed through to technical support, marketing and qualified as an adviser in 2020
When he's not spending time with his partner & family, David is a self-proclaimed nerd, enjoying fantasy and sci-fi films & books. David is currently working through an ever-growing pile of painting miniatures based in the Warhammer 40K videogame! An avid traveller, David recounts his holiday to Rome & Vatican City as a personal favourite.
My Favourite…
Book - ‘The Inheritance Cycle' by Christopher Paolini
Film - Untouchable or Mike Bassett: England Manager
UK Holiday Destination - Weymouth in Dorset or St Ives in Cornwall
Holiday Destination - Rome
App - Twitter
Job Titles:
- Client Relationship Manager
- Member of the Support Team
- Client Relationship Manager & Support Team Leader
Hollie joined the Serenity team in 2018 as a Client Relationship Manager. Having previously worked from our Lincoln office, she has relocated back to the North East and now works remotely from her home in Chester Le Street. Hollie's key role is to support our clients and Financial Life Planners and is currently completing an apprenticeship in Paraplanning, with the aim to become level four qualified by the end of 2023.
Outside of work Hollie has recently bought her first home with boyfriend Silvio and their two furry children, Boxer dog Oscar and new edition Arlo who they rescued from a stray shelter earlier this year. A proclaimed ‘foodie' and lover of true crime shows, Hollie also loves exploring new places both in and outside of the UK. Her favourite holiday to date would have to be Morocco, but she has a long list of places she'd like to visit.
My Favourite…
Book - I'm not much of a reader but I have just downloaded Audible!
Film - Lion by Garth Davis, Bliss by Mike Cahill (or anything with Salma Hayek in - i love her) & Last night in Soho by Edgar Wright
UK Holiday Destination - Edinburgh or London
Holiday Destination - Marrakech
App - Pinterest, Youtube & Audible
Job Titles:
- Member of the Financial Planning Team
- Financial Life Planner
Ian joined Serenity in the autumn of 2016 with more than 20 years experience in financial services.
His focus is helping people understand what they really want to do with their lives and then working together to make sure the money is in place to make it all happen. He specialises in encouraging people to live fulfilled lives throughout retirement - enjoying the good years, living securely as health fails and leaving a legacy for family and community.
He is Treasurer and a founder member of Later Life Hub North Yorkshire, which was set up as a single source of information on products and services for people aged 55 and over.
Ian and his wife Tess live in rural North Yorkshire and enjoy spending time in the countryside. Their greatest pleasure is being with their growing family, particularly treasuring being part of the development of their young grandchildren.
Job Titles:
- Member of the Financial Planning Team
- Financial Planner
Jordan is a highly qualified Financial Planner who joined Serenity in January 2022.
He has experience advising a wide range of private clients, from ex-footballers, directors and business owners to independently wealthy client families. His goals are for his clients to live without worrying about money so they can get on with what is most important. He works to become a trusted partner, there to help clients through the difficult times and appreciate the good.
Jordan has qualified as a Chartered & Certified Financial Planner, the highest-level financial planning qualification in the UK.
Jordan lives in Birmingham. He is a keen golfer and a member of his local golf club. He enjoys playing and watching football, reading books and walking his springer spaniel, Millie.
Job Titles:
- Client Relationship Manager
- Member of the Support Team
Lauren is one of our Client Relationship Managers and assists various advisers with their administrative and report writing work, as well as always being on hand to assis their clients.
Lauren is currently living in the beautiful Georgian town of Stmford with her husband and their exuberant black and white Cocker Spaniel named Brie. Lauren is very fond of travelling and loves to have staycations, holidays or city breaks booked to look forward to throughout the year. She currently has two very exciting upcoming trips to Malta and Thailand!
Alongside her role, Lauren has been enrolled in a Level 4 Paraplanning Apprenticeship and is currently undertaking various exams and pieces of coursework to become qualified; as well as various assessments to continue her professional development. This course has seen Lauren come on leaps and bounds in her confidence and technical knowledge. We're very much looking forward to seeing where it will take her financial services career in the future.
My Favourite…
Book - ‘Pride & Prejudice' by Jane Austen
Film - It's a Wonderful Life
UK Holiday Destination - Bath or The Norfolk Coast
Holiday Destination - Cruising around the Med
App - Instagram
Job Titles:
- Member of the Financial Planning Team
- Chartered Fellow, CRFP / Financial Planner
- Financial Planner
Stephen has over 26 years' experience in financial planning.
A firm believer in the power of cashflow modelling, tailored with ongoing relationship financial planning. His passion is helping clients understand what is enough and enabling them to live the life they want.
Your financial plan will be personal to you, your goals, and dreams. Stephen will help you along your journey with the discipline to see it through.
Born in Norwich, Stephen and his wife Alison live in rural Suffolk with their two children, two dogs and two chickens, enjoying all aspects of country living.
He is an active member in his local community taking roles in the Parish Council - establishing both the Neighbourhood Plan and the Quiet Lanes initiative; and Chair of Governors at his children's Primary school - successfully navigating a restructure and joining a Multi Academy Trust to ensure the school survives to celebrate its 150th anniversary.
Now an occasional cyclist and runner, he has completed numerous half and marathons - his longest being 50 miles along the Peddars Way; he focuses on keeping fit and organising the Strength & Conditioning training for his son's rugby team.
Job Titles:
- Member of the Support Team
- Accounting & Finance Manager
As one of our Client Relationship Managers, Sue takes care of our internal processes and procedures to ensure everything is running as smoothly as possible.
Sue looks after our back-office systems, inputting client information and ensuring everything is up to date. She also manages fee payments and the design of our internal documentation.
Outside work, Sue loves to spend time with her daughter and meet up with friends for dinner. Her hobbies include gardening, reading and sewing.
She's also particularly adept at making home furnishings, and often crafts curtains, roman blinds and cushions.
Job Titles:
- Member of the Financial Planning Team
- Managing Director & Financial
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.