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Clive Thompson is listed as Head of Business Standards at Serenity Financial Planning at Serenity Financial Planning Ltd, a with 13 employees, based in Greater Lincoln Area, United Kingdom. AeroLeads shows a work email signal at serenityfp.com and a matched LinkedIn profile for Clive Thompson.
Clive Thompson previously worked as Head of Business Standards at Serenity Financial Planning Ltd and Financial Life Planner, Financial Planning & Financial Forecasting at Serenity Financial Planning Ltd. Clive Thompson holds Registered Life Planner, Financial Life Planning from Kinder Institute.
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I help people figure out what they really want to do in their lives and then work with them to make sure they have enough money to do it. I'm an experienced Financial Life Planner at Serenity Financial Planning and I'll help you answer important questions like:"When can I afford to stop working and start enjoying myself?""What does your retirement really look like?"“Am I saving enough for my retirement?”"Who pays if I need care?"My specialities are:• Listening to you• Financial planning• Financial forecasting• Scenario modelling• Retirement planning• Planning for your later life• Investing in your retirement• Reviewing your investments & how they match what you want• Organising your estate to minimise or eliminate Inheritance TaxIf you're looking for a proven and experienced financial planner to help you make sense of your financial future & help you set meaningful goals to get what you want, please contact me through LinkedIn.Check out the videos below to find out more about Serenity and how I work with my clients.
Listed skills include Retirement Planning, Retirement, Inheritance Tax Planning, Pensions, and 27 others.
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Lincoln, United Kingdom
I'm responsible for ensuring the business runs efficiently and is optimised for delivering the best outcomes it can for its clients. The role involves being accountable for the profit and loss results, executing the business plan, holding the leadership team accountable, and being the steady force for the organisation.
Lincoln, United Kingdom
In 2011 I joined Serenity Financial Planning to become a Financial Life Planner enabling me to help my clients lead more fulfilling lives than simply advising them on their money. Yes, money is important but it's what it enables you to achieve in life that's more important. Focusing on arbitrary goals or future destinations like 'retirement' doesn't answer the bigger questions like "will be ok?" or "can I do what I want to do without worrying about running out of money?". "Can I do what I want to do?". Now, there's a question! But does it really mean? Imagine for a moment you have all the money you need, what would you do? We'll help you figure that out basing your financial plan around your whole life and not just your money. I encourage you to dream big and then stick with you on their journey to making your dreams a reality. I will help and guide you on every aspect of your financial and life planning; from managing your daily budget through to designing and monitoring your investment portfolio. I'll treat you as an individual and give you the time and environment to explore what's really important to you. Only when I know what's important to you can I put in place a financial plan to achieve your life's goals and ambitions. I only work with my clients on an on-going basis forging a life-long partnership with them, frequently reviewing their financial plans and ensuring that they never outlive their money. Regardless of whether they intend to retire in five or 20 years, I put my clients' needs first, drawing on the existing assets they have and exploring ways to make them work.
Lincoln, United Kingdom
Organised and hosted my first exclusive evening called ‘Canapés by Lincoln Cathedral’ for my clients at The Cathedral Centre, Minster Yard, Lincoln on Thursday 22nd September. The purpose of the evening was to update my clients on some exciting developments within Serenity Financial Planning and share my news of becoming a Registered Life Planner through the Kinder Institute of Life Planning and why I have pursued becoming a Financial Life Planner. The feedback has been amazing and has inspired me to make this an annual event.
Lincoln, United Kingdom
Lincoln, United Kingdom
Lincoln, United Kingdom
Other employees you can reach at serenityfp.com. View company contacts for 13 employees →
Bethany Evans
Colleague at Serenity Financial Planning LtdLincolnshire, England, United Kingdom
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Sue Thompson
Colleague at Serenity Financial Planning LtdGreater Lincoln Area, United Kingdom
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Jade Sylvester
Colleague at Serenity Financial Planning LtdTuxford, England, United Kingdom
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JR
Jordan Reid Cfp™ Apfs
Colleague at Serenity Financial Planning LtdWest Midlands, England, United Kingdom
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Stephen Page Cfp, Chartered Wealth Manager
Colleague at Serenity Financial Planning LtdEye, England, United Kingdom
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Seven Stages of Money Maturity Life Planning training EVOKE® Advanced Life Planning training Fully qualified Registered Life Planner (RLP)
Quick answers generated from the profile data available on this page.
Clive Thompson works for Serenity Financial Planning Ltd.
Clive Thompson is listed as Head of Business Standards at Serenity Financial Planning at Serenity Financial Planning Ltd.
AeroLeads has found 2 work email signals at @serenityfp.com for Clive Thompson at Serenity Financial Planning Ltd.
Clive Thompson is based in Greater Lincoln Area, United Kingdom while working with Serenity Financial Planning Ltd.
Clive Thompson has worked for Serenity Financial Planning Ltd, Bbc Radio Lincolnshire, City Financial Services Ltd, Independent Financial Adviser, and Abbey Life Assurance.
Clive Thompson's colleagues at Serenity Financial Planning Ltd include Bethany Evans, Sue Thompson, Jade Sylvester, Jordan Reid Cfp™ Apfs, and Stephen Page Cfp, Chartered Wealth Manager.
You can use AeroLeads to view verified contact signals for Clive Thompson at Serenity Financial Planning Ltd, including work email, phone, and LinkedIn data when available.
Clive Thompson holds Registered Life Planner, Financial Life Planning from Kinder Institute.
Clive Thompson is listed with skills including Retirement Planning, Retirement, Inheritance Tax Planning, Pensions, Financial Planning, Strategic Financial Planning, Personal Financial Planning, and Cash Flow Forecasting.
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