0330 038 8938
Based in Nantwich
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FCA Regulated
Last checked: 19 February 2025
Lauren and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Lauren has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 30 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
10
Qualifications Uploaded
10 qualification certificates available to view
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Lauren has not yet added their fees to their profile
4
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Lauren
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lauren (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 19 February 2025
Lauren and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Lauren has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 30 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
10
Qualifications Uploaded
10 qualification certificates available to view
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Lauren has not yet added their fees to their profile
4
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Lauren
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lauren (based on 4 first impressions)
Having worked in financial services for over 6 years, I provide broad based advice, mainly to directors, professionals and retiring clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including: • Business Planning for business owners • Intergenerational wealth protection • Retirement Planning • Inheritance and Estate Planning Using a holistic approach and cash flow modelling tools where appropriate. This enables me to design and build a long term Financial plan around your future plans and the lifestyle you want to lead. As a Senior Partner Practice of St. James’s Place Wealth Management based in Nantwich, our emphasis is on maintaining a long-term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I am currently studying towards being a Chartered Financial Planner so as to provide a comprehensive planning experience for my clients and their families. Outside of the office, I enjoy spending time with friends and family by the coast and this year we are hoping to travel more, now that our two boys are growing up. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 28/02/2025
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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