Who We Are
We are a dedicated family team committed to helping you make the most of your finances – for life!
Working with you as trusted advisers on a range of issues that affect your income and wealth, we make sure everything fits together to bring you maximum peace of mind – for you and your family – today, tomorrow and beyond.
For us, there is no ‘one size fits all’ approach. We listen carefully to understand your unique circumstances and empower you to maximise returns with your individual needs at the heart of what we do.
We give you maximum peace of mind based on tailored, bespoke advice and solutions across the board of mortgage, protection, pension and investment options.
We work with you as a partnership now and into the future. We are at your side to embrace your aspirations, empowering you to benefit from the best-informed decisions. Making these decisions less complex and taking the stress out of where to turn when faced with potentially life-changing choices is key.
We don’t do confusing jargon, we guarantee to use plain English in our dealings with you to take the stress away, in a calm, supportive and friendly environment. We know how crucial financial planning is to our clients and we move forward together.
Why Choose Serenity
We are here to help, whatever your background. For us, it is a privilege to support people from all walks of life, everyone is different and we are here for you. Our aim is to help you in the long term.
Our approach to joined up financial planning across a complete range of financial services will undoubtedly save you time. But it’s more than that, keeping mortgage, protection, pension and investment advice together under our same roof means that you can genuinely make the most of your money, rather than dealing with multiple advisers who don’t have the full picture.
We form a partnership with our clients, putting mutual respect at the heart of the advice process, to support them, come up with answers and develop a plan to help them achieve all their goals and aspirations.
Holistic financial planning is key at Serenity Financial Advice – a financial plan to deliver the right client outcomes has to encompass all areas of financial advice.
Meet the team
Mat Lashford
Director / Financial Adviser
Emily Lashford
Director / Mortgage Advisor
Mel Soden
Paraplanner
Our Services
Mortgages
We guide you through with our trusted experience and expertise for the biggest, most important and potentially daunting investment of your life – your home.
Whether you are considering buying your first property, your next property or looking for the most suitable re-mortgage deal, we are on hand to help.
There are many options to think about when deciding on the right mortgage, but we will support you and offer mortgage solutions that fit your needs and objectives.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Protection
Making sure you are looked after financially when things don’t go to plan is a big part of what we do and knowing we can make this difference to people through tough times is rewarding for us.
We never know what’s around the corner, but putting the right protection in place for you makes a massive difference.
There are many types of Insurance that can help to put that safety net in place and keep your family protected. We guide you through a maze of knowing what is exactly right for you.
Investments
Whatever your attitude to risk we are here for you.
Understanding the principles of investing, whatever the outlook for investors, is vital. Establishing a well-thought-out plan is crucial.
We support you in understanding your goals and objectives of what you want your money to do for you.
Whether you are looking to invest in the medium or long term, identifying and understanding your attitude to risk is essential.
This is all part of the process and something we are dedicated to supporting you through. We can also help you embrace ethical and sustainable investing for the future.
Pensions
Where do you want to be when retirement comes around?
Do you know how much money you need and what you want to do with it?
Our expert guidance supports your individual, unique hopes and aspirations. Understanding your retirement situation can be daunting and complicated.
We work closely with you to obtain all relevant information about pensions you may have, past and present.
Using this information, we can assess your situation and create a strategy that is exactly, just for you.
Listening to you in our trusted partnership and working together to ensure maximum return means maximum peace of mind.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested