0330 038 8940
Based in Harrogate
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Lauren is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lauren's status
Last checked: 25 April 2025
Lauren is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lauren's status
9
Recent Client Reviews
Lauren has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lauren has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lauren has not yet added their fees to their profile
Fees not yet added
Lauren has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lauren (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Lauren
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lauren (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lauren is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lauren's status
Last checked: 25 April 2025
Lauren is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lauren's status
9
Recent Client Reviews
Lauren has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lauren has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lauren has not yet added their fees to their profile
Fees not yet added
Lauren has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lauren (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Lauren
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lauren (based on 10 first impressions)
I have worked in Financial Services since 2011 and for Attivo since July 2024. Before becoming a financial planner in 2020, I worked as a paraplanner, helping established financial planners build and provide advice to their clients. As a chartered financial planner, I provide lifestyle financial planning which means I will work with you to identify your goals, agree and implement a plan to reach these goals and regularly review your plan to ensure you stay on track and to adjust should your circumstances change. I have a relaxed, friendly yet professional approach and I aim to explain and present your financial plan in a clear and understandable way so that you feel part of and in control of any advice I give you. My focus is on savings and investments, pensions and retirement planning, and inheritance tax planning; however, I am qualified and experienced with long-term care planning, equity release and mortgages, protection, and business planning. My office is based in Harrogate; however I work anywhere in-person across Yorkshire and work with anyone further afield via video call. Outside of work, you will find me perfecting my baking/cooking skills, at the pottery wheel or watching American football.
Offers available through VouchedFor
Contact Lauren through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lauren's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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