Overview:
Lawrence has been working in financial services since 1989 and is a fully qualified financial planner. He believes that effective long-term financial planning involves more than just providing excellent advice - it also means delivering peace of mind to his clients and their families.
Lawrence:
- Holds a Level 4 Diploma in Financial Planning and the Certificate in Mortgage Advice and Practice (CeMAP).
- Is a member of the Chartered Insurance Institute (CII).
- Specialises in retirement and investment planning, alongside comprehensive knowledge in core financial planning areas.
- Works with a diverse range of clients, from young professionals starting their financial journey to retirees seeking tailored guidance, providing holistic advice suited to their unique goals and life stages.
- Prides himself on building enduring relationships, empowering clients to plan confidently for the future.
Outside of work, Lawrence has a longstanding passion for sports, actively participating from a young age as both a player and manager, and currently serving as chairman of his local cricket club. He also enjoys daily walks with his Labrador, Archie.
Specific Skills:
- Investment and pre-retirement planning
- Retirement planning (both approaching and post-retirement)
- Assisting clients with initiating retirement savings
- Legacy and inheritance tax planning
- Cash flow modelling
- Long-term care planning
- Wealth preservation
