Financial clarity,
handled with care.
At Seren Wealth, we help individuals and families manage their finances with confidence and composure.
We know that managing wealth can feel intimidating, especially when it’s new. The pressure to make the “right” decisions, to protect your family, and to feel in control of something unfamiliar can be overwhelming. Add in uncertainty — markets, politics, life itself — and it’s easy to see why success can carry a sense of responsibility and expectation. That’s why we take the time to understand your unique circumstances, values, and ambitions before giving advice. Every plan we create is shaped around what matters most to you.
All Services.
Seren Wealth provides tailored wealth management and financial planning designed to bring structure and reassurance to complex decisions. Each service is delivered with clarity and empathy, ensuring you always understand your options and feel supported at every step.
Wealth Managements
Bringing together financial planning, investment advice and tax planning to structure your wealth to support stronger and more resilient long-term outcomes.
Financial Planning
Creating a clear, practical plan that aligns your finances with your life goals.
Investment Advice
Building and managing a portfolio that acts as an engine for your plan, aligning your finances with your objectives and approach to risk.
Retirement Planning
Helping you prepare for a secure future that supports your lifestyle and those you care about.
Estate & Inheritance Tax Planning
Advising on the efficient and effective transfer of wealth to future generations and philanthropic causes.
Business Owner Support
Working with entrepreneurs to navigate the financial realities of success, from liquidity to legacy.
Advice built on understanding over
assumption.
We know that managing wealth can feel intimidating, especially when it’s new. The pressure to make the “right” decisions, to protect your family, and to feel in control of something unfamiliar can be overwhelming. Add in uncertainty — markets, politics, life itself — and it’s easy to see why success can carry a sense of responsibility and expectation. That’s why we take the time to understand your unique circumstances, values, and ambitions before giving advice. Every plan we create is shaped around what matters most to you.
- We sit on your side of the table.
Trusted guidance for life’s financial decisions.
Our clients often describe Seren Wealth as the calm in the chaos. A steady hand on the tiller when the financial seascape feels uncertain, with a relationship they say feels both supportive and enjoyable.
Meet Nicola
Seren Wealth was founded by Nicola King FCSI, a Chartered Wealth Manager and Financial Planner with over 25 years’ experience, including a decade at Coutts & Co. Known for her grounded, client-first approach, she combines calm clarity with proactive problem-solving, guiding clients through complex decisions with conviction and composure, so they can focus on the life their hard work has made possible. Because at its heart, wealth management work isn’t just about money, it’s about peace of mind. It’s about knowing that what you’ve built is protected, that you’re supported by someone who cares, and that you can look ahead with confidence.
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Feel secure about your financial future.
If you’d like to discuss your next step, we’re here to help. Get in touch to arrange a confidential conversation about how Seren Wealth can support your financial goals.