David Lawrance

David Lawrance

David Lawrance Financial Planning

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in St-Neots
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Top Rated 2025
Verified since: July, 2023

4.9 out of 5

43 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    David has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    David has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    David has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    David has not yet added their fees to their profile

David Lawrance is a Chartered Financial Adviser with over 10 years experience in the financial industry. He has a Diploma in Financial Planning, as a well as a Bachelor of Science degree in Government and Politics from the University of Bristol. David is qualified in financial planning and advises on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service. After just under 4 successful years as a Financial Adviser with Prudential Financial Planning, David was pleased to establish his own financial advice business, David Lawrance Financial Planning, which is an appointed representative of M&G Wealth Advice. David is dedicated to empowering individuals in their pursuit of financial security. With his extensive knowledge spanning various domains of financial planning, such as retirement, investments, protection and estate planning, he strives to assist people in reaching their financial goals. David takes great satisfaction in tailoring investment solutions that align with each client's unique financial situation, employing a thorough evaluation process. Put simply, David provides sound, personal and expert advice. In his spare time, David enjoys spending time with his partner, Sarah, and their two young children, Maggie and Isla, as well as playing cricket (albeit a lot less frequently than he used to) and attending Tottenham Hotspur FC home matches with his father. In 2022 David and four friends also completed the 3 Peaks Challenge (climbing Ben Nevis, Scafell Pike and Snowdon in less than 24 hours), to raise money for Sands, a stillbirth and neonatal death charity.

Offers available through VouchedFor

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£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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Adviser Disclaimer

David Lawrance Financial Planning is an Appointed Representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority and is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London, EC3M 5AG. Registered number 5739054.