Tina Weeks is the founder of Serenity Financial Planning, a unique financial planning company that aims to deliver Financial Life Planning to as many people as possible in the UK. Tina has been a financial adviser since 1996 and specialises in Financial Life Planning. This is a new technique that encourages and inspires clients to identify what is most important to them and what they really want to do in their life. She then works with them over the long term to ensure they have enough money to do it and are confident about their financial planning.
She advises her clients on pensions, investments, insurance, estate planning and every other aspect of their financial planning. In addition, Tina will help clients get a clearer understanding of their relationship with money and teach them tools to better manage their finances on a day to day basis.
We cover the following in our conversation:
- Can you think back to a pivotal moment or experience growing up, which has had a profound impact on your relationship with money?
- What's your view on the global & UK economy right now and the fact that there is a stock market/economy disconnect?
- Tina, you're a financial life planner: can you explain what you do and how it differs from financial advice?
- You work with female clients, do you see any differences in how women choose to manage and invest their money compared to men?
- The gender pension gap: how should women think about their pension to ensure they have saved enough for retirement?
- What do you think needs to change in the financial services industry to be more inclusive of women?
- A lot of people are feeling very uneasy about their money. Women in particular have been hard hit during the pandemic ie reduced hours, job loss as they struggle with more childcare and homeschooling responsibilities. What would your advice be to women who are feeling very uncertain about their money right now?
- What would you advise women who are keen to engage around their money and investing, but are short on time?
