Press Release

For Immediate Release

Local independent financial planner hosts exclusive client event
• Clive Thompson of Serenity Financial Planning hosts first exclusive client event at the Cathedral Centre, Lincoln
• Exciting news and developments within Serenity Financial Planning announced over Canapés and Prosecco
• Clive Thompson showcased how a new approach to financial planning is proving popular in Lincoln

26 September 2016 – Clive Thompson of Serenity Financial Planning, Lincoln, hosted an exclusive evening called ‘Canapés by Lincoln Cathedral’ with his clients at The Cathedral Centre, Minster Yard, Lincoln on Thursday 22nd September.

Clive provided an update on some exciting developments within Serenity Financial Planning including becoming a Registered Life Planner through the Kinder Institute of Life Planning. Clive explained how Financial Life Planning takes traditional financial planning to another level by focussing on our more deeply held values, beliefs and aspirations that influence what we do. Those plans and dreams we’ve put off that were they to be included in a financial plan would lead to a more fulfilling life. Clive went on to explain why he had pursued becoming a Financial Life Planner describing his journey from a traditional product-focused financial adviser to one that forges long term relationships with his clients focussing on their whole life and not just their money.

Serenity Financial Planning is the largest Financial Life Planning firm in the UK coupling coaching with truly independent financial planning to help clients really figure out what they want out of life before helping them realise their dreams and aspirations.

Clive commented, “This event was everything I’d hoped it would be and more. Not only were my clients able to learn more about Financial Life Planning and our business, they were able to meet several members of the Serenity Team for the first time including founder Tina Weeks. All in a beautiful location. The feedback has been amazing and it’s inspired me to make this an annual event”

Tina Weeks of Serenity Financial Planning said, “I was thrilled and honoured to be part of Clive’s special evening and to meet his clients. More than anything, it was so wonderful to see and feel how much love they have for him. It was beautiful to see”

For further information, please contact:

Clive Thompson
Tel: 01522 845004
Email: clive.thompson@serenityfp.com

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Editor’s Notes

About Clive Thompson
Clive Thompson started his career as an independent financial adviser in 1997. With a focus, first and foremost, on offering impartial and independent advice to help clients achieve their long-term life plans, Clive became a Registered Life Planner in 2016.

With over a decade of financial planning experience, Clive holds the Diploma in Financial Planning and is a Registered Life Planner (RLP®) with the Kinder Institute of Life Planning.

Clive has been featured on a number of occasions on local radio offering expert opinion and insight on financial matters to listeners.

About Serenity Financial Planning
Serenity Financial Planning advisers help clients figure out what’s most important to them and then put in place a financial plan and ongoing coaching to make it happen.

Tina and Darren Weeks founded Serenity Financial Planning in 2009 and currently have offices in the City of London, North London, Harrow, Cornwall, Nottingham, Lincoln and West Yorkshire.

The firm is highly regarded and this is mainly due to their client centric proposition. At Serenity Financial planning, all advice revolves around each client’s true aspirations and goals. Clients and advisers work closely together over the long-term to bring to life each client’s financial plan. All advisers within the firm are highly qualified and experienced.

More information about their unique approach can be found at www.serenityfp.com

Serenity Financial Planning is registered in England and Wales number 5800712. Registered Office: 76 Capel Road, Barnet, Hertfordshire, EN4 8JF. Serenity Financial Planning is authorised and regulated by the Financial Conduct Authority.

About Kinder Institute of Life Planning
https://www.kinderinstitute.com/consumer.html

 

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