Laurie is the director of the practice and therefore is responsible for the overall management and compliant working practices. In addition, his day to day activities involve working with our clients ensuring their financial planning needs and goals are achieved. Laurie provides advice on all areas of financial planning for both private and corporate clients and holds the Diploma in Regulated Financial Planning (DipPFS)
Laurie has worked in the financial services industry since 1986 after serving in the Royal Engineers. He was employed in a management role until 1992 when he set up his practice with just a handful of clients. The practice today has 2,500+ clients who in the main have been introduced through recommendation and referral.
Away from the office Laurie enjoys a wide range of interests and activities including trekking in the mountains and fells of the Lake District, golf, watching a variety of sport and walking the dog. He is also a keen reader of autobiographies and fiction.
"Laurie arranges all our personal financial needs and has done so for a number of years. He provides advice and guidance in all areas including our protection and mortgage needs and investments and planning for retirement at a later date which we find extremely valuable and informative as these are complicated areas which needs the expert advice which he provides."
"I have known Laurie for a number of years and his level of professional service is outstanding. He deals with both mine and my wife's financial arrangements covering all aspects of financial planning from basic protection and mortgage needs through to the more complicated and detailed areas of investments and pensions. His expertise and knowledge is extremely comprehensive and therefore I have not hesitated in recommending him to my family and close friends and will continue to do so for the future."
Registered in England & Wales. Registered Number 9275997.
11 Leeds Road
Barwick in Elmet
Tel: +44(0)113 393 5260