Lawrence Breese

What Lawerence's Clients Have to Say

Straightforward financial advice, explained clearly for anyone to understand. Friendly, no pressure, and when I returned 12 months later due to a change in circumstances, Lawerence delivered

In our sixties, we were unsure about our pension investment. Lawrence, our IFA, explained our options with market trends for context. His calm, clear communication made things easy. Highly recommend.

Trustworthy, knowledgeable, and reliable! He’s been fantastic in guiding us on the best use of our inheritance and life insurance. I trust he has our best interests at heart and is highly informed.

Lawrence provided fantastic service from start to finish, taking time to explain products that suited our needs. He offered a detailed, thoughtful solution in our best interests. Highly recommend!

Lawerence has been helpful every step of the way, offering sound advice on pensions and investments. He’s professional, reliable, and responsive. I’d highly recommend him to family and friends.

Lawrence is a highly skilled financial adviser with an Honours Degree from the University of Worcester and a Diploma in Financial Planning from the Chartered Insurance Institute. Currently working towards achieving Chartered Financial Planner status, Lawrence is dedicated to providing the highest standard of advice to his clients.

Expertise and Services

Lawrence specialises in guiding clients through significant life events, offering personalised advice in areas such as:

Retirement planning
Financial planning during divorce
Wealth management for business sales

His ability to listen and understand his clients’ needs allows him to create bespoke financial plans that align with their unique circumstances and goals.

Client-Centred Approach

Lawrence is passionate about helping clients understand the value of proper financial planning. Known for presenting his advice in a clear and simple manner, he empowers clients to make informed decisions with confidence.

Guiding Through Life’s Milestones

Over the years, Lawrence has successfully guided many clients through major life events such as retirement, divorce, or the sale of a business. His empathetic and practical approach ensures clients feel supported during these pivotal moments.

Commitment to Excellence

With a focus on achieving Chartered status and continuously enhancing his expertise, Lawrence is committed to delivering high-quality advice and building lasting relationships with his clients. His dedication to understanding and meeting client needs has made him a trusted partner in their financial journeys.

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