Chartered Financial Planner
With over a decade of experience in financial planning, Lauren is a Chartered Financial Planner with expertise in complex wealth, retirement and tax-efficient planning. She supports high-net-worth clients with multi-layered strategies involving investments, pensions and trusts to help preserve wealth, manage intergenerational needs and align long-term estate objectives.
Alongside her professional responsibilities, she contributes to talent development within the industry, mentoring colleagues as they progress through advisory career pathways and professional qualifications.
