Key Services
Lauren is an integral part of the paraplanning team, collaborating closely with the financial planners to analyse and research products, ensuring that clients receive the best possible advice.
As a Fellow of the Chartered Insurance Institute (CII), Lauren’s passion for paraplanning and compliance stemmed from witnessing the frustration many advisers faced with the process, motivating her to help resolve these challenges.
Career Profile
Lauren began working in financial services as an apprentice back in 2011. She fell in love with the detail of financial planning, and how it impacts people’s lives.
Since 2011, Lauren has gained valuable experience in the industry, having worked at several different financial planning firms, across various departments – from administration, to paraplanning to compliance and operations.
Lauren completed the diploma in financial planning in 2019 and became a chartered fellow in 2022.
Hobbies and interests
Lauren is mum to one little girl who keeps her very busy when she’s not at work.
Lauren loves holidays and will give any destination in the world a try, although since being a mum holidays have changed slightly! Despite living abroad and travelling back and forth to the same place, Lauren prefers to try new places. Closer to home, Lauren loves the Lake District for long walks and beautiful views.
Lauren also loves cooking and keeping fit, although visits to the gym aren’t as regular since the arrival of her daughter.
Qualifications:
-Senior Management and Supervision – (AF6, 2022)
-Retirement Income Planning – (AF8 2022)
– Long Term Care Insurance (CF8 2022)
-Financial Planning Process (AF5 2021)
-Supervision in a regulated environment (J07 2021)
-Personal Tax and Trust Planning (AF1 2021)
-Pension Incomes Options (J05 2020)
-Pension Transfers (AF7 2020)
– Equity Release (ER1 2020)
– Mortgage Advice (CF6 2019)
– Financial Services Products and Solution (LP2 2019)
– Investment principles and risk (R02, 2019)
– Financial Planning Practice (R06 2019)
– Pensions and Retirement Planning (R04 2018)
– Personal Taxation (R03 2018)
– Financial Services, Regulation and Ethics (R01 2017)
– Financial Protection (R05 2017)
