Lawrence has developed a specialism in advising partners of the leading law, accountancy and private equity firms, including but not limited to, Deloitte, Hogan Lovells, White & Case, Norton Rose Fulbright, Hg Capital, Exponent and CVC. Lawrence’s ability to add value to his clients’ financial arrangements is underpinned by being a Chartered Financial Adviser and achieving a finance weighted MBA with distinction at the Sir John Cass Business School. Having completed his final MBA dissertation on Wealth Management for Partners of Professional Services firms, and having now spent two decades in the industry, Lawrence is able to build a true understanding of his clients’ individual needs and objectives, and use his experience to build a financial plan that ensures the right decisions are made at the right time, and that goals are not just met but exceeded.
With this in mind, Lawrence takes great pride in delivering highly personal, first class financial and investment advice to his clients, as demonstrated by regular testimonials from his clients, and industry recognition such as his place in the Citywealth Leaders list for the last three years running, and multiple awards in qualifications in all areas of financial advice. Indeed, most of all, he enjoys developing longstanding client relationships of great trust and depth, and within which he can see the value and difference his advice can make to his clients financial security and prosperity.
Away from work, Lawrence’s spare time is devoted to his young family, a passion for motor cars, playing the organ and a continued commitment to CASS Business School as a Mentor.
Lawrence has been a breath of fresh air. Taking the time really to understand my family’s circumstances and needs, he has tailored his recommendations accordingly. Most importantly he demonstrated to me that I had attained financial independence and gave me the confidence to retire, for which I am hugely grateful.