Matthew Lawrence

After completing a Business degree at the University of Liverpool, I knew I wanted to return to London to work in an industry that could make a difference to people's futures. I began working in the personal financial advice industry over 10 years ago, developing my skills and knowledge through working at the best independent advice firm in the UK. My particular areas of interest are investment management and pension advice. I have also worked closely with clients who have been offered redundancy, advising on the opportunities this presents at a potentially uncertain time. I also have expertise in areas of later life financial planning, such as inheritance tax mitigation, financing care home costs, and equity release. I received my Charter and Fellowship from the Chartered Insurance Institute and have recently gained the prestigious accreditation from the Society of Later Life Advisers. My client base is very diverse ranging from young professionals just starting their financial planning journey to older clients completing theirs. It is an amazing privilege and responsibility knowing so much about my client’s personal finances, goals and aspirations. It is an even bigger privilege to see how my advice has benefitted the client's over the long term. I believe the key to being a good adviser includes having expert technical knowledge but more importantly the ability to listen and connect with what really matters to clients, to develop trust and long term relationships. I feel particularly lucky to have seen a number of client relationships develop into friendships. In my spare time, my partner and I will often visit my family in Spain. Having spent some time growing up there, I cannot go too long without a visit for the sun, sea and tapas. Living in South West London, we are also spoilt for choice in my other passion, sport. With Wimbledon on our door step, the Oval, and Twickenham a short train ride away, we try to attend as many as possible!