Serenity Lifestyle Planning
SL
Financial Advisors
Serenity Lifestyle Planning
20 Broad St, Wokingham RG40 1AH
# Business Description
Serenity Lifestyle Planning is a specialist financial coaching and bereavement support service based in Wokingham, serving women navigating the loss of their husbands. The business addresses a critical gap: many women find themselves unprepared to manage finances after their partner's death, whether because their husband handled all financial matters or because existing advisers fail to explain things clearly.
The founder combines an unusual and powerful skill set—qualifications in Financial Planning, Counselling & Psychotherapy, and Certified Financial Coach status—alongside practical experience as a Bereavement Counsellor at hospices. This dual expertise allows her to support clients through both the emotional overwhelm and practical confusion of their new circumstances.
Rather than offering generic financial advice, Serenity Lifestyle Planning recognises that grief and financial management are inseparable challenges. The service demystifies finances, helping clients understand investments, pensions, insurance arrangements and other assets their husbands may have held. More importantly, it provides the emotional scaffolding needed during this vulnerable period—acknowledging that some days clients simply need to talk rather than tackle spreadsheets.
The approach is compassionate yet practical: breaking complex financial matters into manageable steps whilst validating the emotional journey. By combining financial literacy with genuine bereavement understanding, this service helps widows move from confusion and anxiety towards genuine control and confidence in their financial future.
Serenity Lifestyle Planning is a specialist financial coaching and bereavement support service based in Wokingham, serving women navigating the loss of their husbands. The business addresses a critical gap: many women find themselves unprepared to manage finances after their partner's death, whether because their husband handled all financial matters or because existing advisers fail to explain things clearly.
The founder combines an unusual and powerful skill set—qualifications in Financial Planning, Counselling & Psychotherapy, and Certified Financial Coach status—alongside practical experience as a Bereavement Counsellor at hospices. This dual expertise allows her to support clients through both the emotional overwhelm and practical confusion of their new circumstances.
Rather than offering generic financial advice, Serenity Lifestyle Planning recognises that grief and financial management are inseparable challenges. The service demystifies finances, helping clients understand investments, pensions, insurance arrangements and other assets their husbands may have held. More importantly, it provides the emotional scaffolding needed during this vulnerable period—acknowledging that some days clients simply need to talk rather than tackle spreadsheets.
The approach is compassionate yet practical: breaking complex financial matters into manageable steps whilst validating the emotional journey. By combining financial literacy with genuine bereavement understanding, this service helps widows move from confusion and anxiety towards genuine control and confidence in their financial future.
Services offered
Financial planning and management for widowsBereavement counselling and emotional supportFinancial literacy coachingPension and investment guidanceEstate and asset organisationOne-to-one financial coaching sessionsPre-bereavement planning supportFinancial confidence building