IFA Spotlight: Tina Weeks on life planning, Twitter and Project Eve

Laura Miller
clock

Professional Adviser's IFA Personality of the Year Tina Weeks talks to Laura Miller about why financial planners are not meditating hippies and her plans to take life planning to the masses.

Tina Weeks is on a mission. After two years hard graft transforming her mortgage business into North London’s Serenity Financial Planning, she is targeting a dramatic growth in client numbers this year. But as part of a niche group in the market – she was the UK’s first female financial life planner, and is still just one of a few hundred practitioners – she has a problem. “The public don’t know people like me exist. The majority don’t really understand financial planning, let alone financial life planning,” she said. Weeks’ solution is to fill the public’s knowledge gap with her m...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read
Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read