0330 038 8938
Based in Nantwich
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2020
4.9 out of 5
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FCA Regulated
Lauren and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 February 2026
Lauren and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Lauren has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lauren has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 29 January 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
11
Qualifications Uploaded
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Lauren has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lauren (based on 4 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 4 first impressions)
I am a Chartered Financial Planner with over 8 years experience. I provide broad based advice, to business owners, professionals and retiring clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including: • Business Planning for business owners • Intergenerational wealth protection • Retirement Planning • Inheritance and Estate Planning • Long Term Care Planning Using a holistic approach and cash flow modelling tools where appropriate. This enables me to design and build a long term Financial plan around your future plans and the lifestyle you want to lead. As a Senior Partner Practice of St. James’s Place Wealth Management based in Nantwich, our emphasis is on maintaining a long-term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Being a Chartered Financial Planner, means that I have gone over and above the minimum requirements to enable me to provide a comprehensive planning experience for my clients and their families. Outside of the office, I enjoy spending time with friends and family by the coast and this year we are hoping to travel more, now that our two boys are growing up. Long Term Care Planning may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. James's Place. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 04/03/2026
