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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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