Serenity Financial Planning Ltd

Independent Financial Adviser  3 Temple Park, Uxbridge, Greater london, UB8 3HQ
First meeting at adviser's own cost
My job as a Life Planner is to help you live the best life possible with the money you have.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Bob bassi
Chartered Financial planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser
About us

Serenity Financial Planning is a unique financial planning company that aims to deliver Financial Life Planning advice to as many people as possible in the UK.
At Serenity Financial Planning we understand that great financial planning is about your whole life , not just your money.
We understand that financial decisions can be difficult and confusing so we make sense of it all for you
We care deeply about our clients and our relationship will be one you can rely on
We will advise and coach you over the long term to empower you around your money and make sure your plans for the future become a reality.
And to help you take the first step we will tell you where you stand financially, free of charge.

Our services

We tell clients the truth about money to help them make wise financial decisions and avoid costly mistakes. We will answer the really important questions:

> Will I have enough money to do all the things
I want to do?
> How can I stop worrying about money?
> Will I be able to help my family financially?
> What sort of legacy will I be able to leave?
> Am I doing everything I am supposed to be
doing?
And to help you take the first step we will tell you where you stand financially, free of charge

Where to find us
Head office address: 3 Temple Park, Uxbridge, Middlesex, Uxbridge, UB8 3HQ
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020

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