SERENITY FINANCIAL PLANNING LTD
102 Station Road
Burley In Wharfedale
Ilkley
West Yorkshire
LS29 7NS
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 advice you are likely to receive.
We are independent financial life planners who work closely with our clients. We treat you as an individual and give you the time and environment to explore what is important to you. Only when we know what is important to you can we put in place a financial plan to achieve your life goals and ambitions. A financial plan for your life.
At Serenity we have a process to take you from where you are now to having a clear plan for your future and we will work with you every step of the way to keep you on track with personal and financial goals.
Registered in England and Wales number 5800712. Registered Office: 76 Capel Road, Barnet, Herts, EN4 8JF. Serenity Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Copyright © 2018 Serenity Financial Planning
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.