Serenity Financial Planners
Serenity Financial Planners assists individuals at various life stages in clarifying their financial goals and organizing their finances. Their aim is to provide financial life planning to a broad audience, focusing on reducing financial concerns.
- Life coaching
- Financial planning
- Financial life planning
- Expert financial advice
Locations
Digital Popularity
Popularity over time
Competitors
AKFP Group is a chartered financial planning firm based in Lisburn, Northern Ireland, dedicated to helping clients achieve their financial goals through comprehensive life planning.
Financial Freedom Sooner offers life-centered financial planning services that prioritise your personal goals and aspirations.
Aevitas is a firm of enthusiastic financial planners based in South Wales, dedicated to helping clients define and achieve their financial success.
Company Details
Serenity Financial Planners is operated by Serenity Financial Planning Ltd and is a Active company incorporated on 28 April 2006 with the registered office located in Barnet, Greater London. Serenity Financial Planning Ltd was registered 19 years ago.
Status
Active
Size
Micro
Directors
5
Age
19 years old
Employees
9
Turnover
Unreported
Total Assets
£309.13K
Cash in Bank
£64.36K
Total Liabilities
-£182.1K
Teams
8
4
3
2
2
Support Team Leader • Joined Sep 2023
Client Events (Lincoln) • Joined Sep 2016
Accounting And Finance Manager • Joined Apr 2023
Trainee Client Relationship Manager • Joined Aug 2024
Financial Administrator • Joined May 2024
Chartered Financial Planner • Joined Jan 2022
Financial Planner, Life Planner And IFA (Independent Financial Adviser) • Joined Mar 2010
Financial Planner • Joined Jul 2023
Accounting And Finance Manager • Joined Apr 2023
Financial Administrator • Joined May 2024
Chartered Financial Planner • Joined Jan 2022
Financial Planner • Joined Jul 2023
Support Team Leader • Joined Sep 2023
Trainee Client Relationship Manager • Joined Aug 2024
Head Of Business Standards • Joined Apr 2018
Accounting And Finance Manager • Joined Apr 2023
Support Team Leader • Joined Sep 2023
Client Events (Lincoln) • Joined Sep 2016
Financial Planner, Life Planner And IFA (Independent Financial Adviser) • Joined Mar 2010