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Lauren Herrick

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

Leicestershire, Derbyshire

Lauren Herrick

Independent Financial Adviser

After an initial stint in the police, I moved into Financial Services in 2016. Initially specialising in complex SIPP and SSAS cases, I now advise my clients on all aspects of their financial planning.

I have a particular love for pensions and the many different ways in which a person can fund a comfortable and happy retirement. I also have extensive experience of dealing with financial planning on divorce or bereavement.

I have a very hands on approach with my clients – I am always just a call, message or email away. The key to ensuring a great financial plan that evolves with life’s changes is a close relationship between myself and my clients, and that is what I always strive for.

 

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

Leicestershire, Derbyshire

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