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Clive Thompson

Financial Life Planner, Financial Planning & Financial Forecasting at Serenity Financial Planning.

Lincoln, United Kingdom

About Me

In 2011 I joined Serenity Financial Planning to become a Financial Life Planner enabling me to help my clients lead fulfilling lives. Working with clients going through a transition in life, I help them figure out what their goals are basing their financial plan around their whole life and not just their money. I encourage them to dream big and then I stick with them on their journey to making their dreams a reality. "Your money is the tool to enable you to live the life you want". 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.

Clive Thompson's Passles

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How to take control of your spending

Monitoring your finances can be a tedious task so it’s no surprise many put this off. 

Reconciling bank statements, checking credit card...

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