serenityfp.com Reviews

Serenity Financial Planners is a financial planning company based in Hertfordshire, UK. The company’s website provides information about their services, approach, and team. They emphasize the concept of financial life planning, which involves a combination of life coaching, financial planning, and expert advice. Their goal is to help individuals at every life stage clarify their financial goals and achieve greater organization, ultimately leading to more freedom and the ability to ‘dream big.’

The site features client stories, where individuals share their experiences with Serenity Financial Planners. These stories highlight the positive impact of the company’s financial life planning approach on clients’ lives, including achieving their dreams, enjoying fun times with family, and feeling more financially secure.

The company’s approach to financial planning is described as putting clients and their values at the center, focusing on the attainment of life goals, and providing a supportive environment for planning and exploration. The team is introduced, including financial life planners, client relationship managers, and support staff, all of whom are described as having the qualifications and experience to ensure clients have the right financial architecture in place.

The site also outlines how Serenity Financial Planners can help individuals, including through phone consultations, email communication, and the option to sign up for a newsletter. They offer a free downloadable guide to explain more about their approach.

The company’s regulatory information is provided, including their authorization and regulation by the Financial Conduct Authority (FCA) and their registration details. They also have a privacy policy, cookie policy, and complaints process outlined on the site.

The ‘About You’ section on the website addresses common financial concerns and questions that individuals may have, such as ensuring they have enough money for their desired lifestyle, reducing financial worries, and planning for their family’s financial well-being. It also outlines the types of clients that Serenity Financial Planners works best with, emphasizing a collaborative approach, willingness to seek expert advice, and a long-term, ongoing relationship.

Overall, the website presents Serenity Financial Planners as a reputable and client-focused financial planning company, with a strong emphasis on personalized, holistic financial life planning to help individuals achieve their life goals and financial security.”

the reasons behind this review :
Reputable financial planning company, Emphasis on personalized, holistic financial life planning, Positive client stories highlighting the company's impact, Detailed information about the company's approach and team, Regulatory information provided, including authorization and regulation by the Financial Conduct Authority (FCA), Privacy policy, cookie policy, and complaints process outlined, Addressing common financial concerns and questions individuals may have, Clear description of the types of clients the company works best with, including a collaborative approach, willingness to seek expert advice, and a long-term, ongoing relationship.