Lawrence Breese

What is your average day like:‍

‍Summer Saturday, up and out early, adventuring with my young family. Come home happy with bellies full of food and heads full of memories.

What do you like most about your job?

Meeting and building a trusted relationship with individuals, families, and businesses by helping them make positive financial decisions that impact their future.

How long have you worked in Financial Services

Thirteen Years

Meet Lawerence

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.

With an Honours Degree from the University of Worcester and a Diploma in Financial Planning from the Chartered Insurance Institute, Lawrence is now working to achieve Chartered Financial Planner status. His strengths are his ability to listen and understand his clients' needs, helping them to understand the value of proper financial planning, and his ability to present his advice in a clear and simple manner. He has guided many of his clients through major life events such as retirement, divorce, or selling a business.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.