Serenity Financial Planning Ltd
17-23 West Parade
Lincoln
Lincolnshire
LN1 1NW
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About Us
At Serenity Financial Planning we have a clear vision of what financial planning really should look like. It's new, exciting and different from other independent financial adviser's and financial planning firms new clients may have met. Everything we do is about our clients. It's about their whole life - not just their money. At Serenity Financial Planning we understand that their money is simply the tool to enable them to live the life they want.
Based in the majestic cathedral city of Lincoln, our office is ideally placed to serve clients from all over the East Midlands. The partnership we forge with our clients will be life-long. Regardless of whether they intend to retire in five or 20 years, we put our clients needs first drawing on the existing assets we have and exploring ways to make them work.
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We offer these services
- Free Parking
We offer these payment methods
- Cheque
Testimonials
My husband and I have known Clive for more than ten years now and during that time he has helped and advised us with remortgaging our home and more recently advised us with our personal pensions. We have been extremly happy and satisfied with the service Clive has given us and if at anytime in the future we need anymore help, we won't hesitate to contact Clive again. Hilary & John Sellars
Hilary Ann Sellars
Having known Clive for many years he has advised us on numerous occasions with our mortgage, investments and pensions. Clive listens to your requirements and advises accordingly, not selling you something that you clearly cant afford. Everything is explained thoroughly but in a way that is easy to understand. We will continue to use Clive as we have total confidence in him as a person and in the service he provides, we would'nt hesitate in recommending him to anyone, keep up the good work Clive!
Sue Taylor
Testimonials are added by the business owner and are not independently verified.
