Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Connor Lawson

Financial Adviser

Having graduated from Newcastle University with a First Class degree in Mathematics and Statistics,  I have now been working within the financial services sector since 2021. Prior to that I worked in numerically based roles such as Data Analytics and Tax Planning.

Whilst technical skills and qualifications are fundamental to meeting a client’s goals, I believe trust and credibility comes from truly listening to people to ensure a full understanding of individual circumstances. My aim is to establish a good rapport and lasting working relationship with all of my clients; and ultimately help them to achieve the best financial outcomes possible.

I come from a working-class background and I appreciate the value of money. I have the skills, knowledge and confidence to manage large portfolios but I am equally passionate about supporting people with lower investment opportunities, providing sound advice to help people make the right decisions for themselves and their families. I am also acutely aware of the extent to which social media and technology can leave people exposed to financial scams and exploitation. I am very keen to raise this awareness and ensure my clients are fully informed on what to look out for; and the preventative measures to protect against this.

Outside of work I spend most of my time playing golf. I’m a member of Tynemouth Golf Club so please feel free to look me up and join me for a round.

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

All of UK Remotely

Covers

All of UK Remotely

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

All of UK Remotely

Covers

All of UK Remotely

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