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Lawrence Breese

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

West Midlands, Staffordshire, Shropshire

Lawrence Breese

Independent Financial Adviser

My journey in financial services began in 2011 after obtaining my degree in Business Management and Finance from Worcester University. I initially worked for a retail bank before joining a financial services institution where I amassed a wealth of knowledge, servicing a diverse clientele of individuals and business owners.

I understand that every financial situation is unique. By taking the time to truly understand client’s goals, aspirations and challenges, I am able to develop customised strategies that align with their long-term objectives. I recognise the importance of building strong, lasting relationships and believe in empowering my clients to make informed decision and actively participate in shaping their financial futures.

Outside of work I enjoy sport, having played competitive rugby for many years before swapping my boots for social golf and spending quality time with my family.

 

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

West Midlands, Staffordshire, Shropshire

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