Laura is a Director and Chartered Financial Planner responsible for leading our Birmingham Financial Planning team who advise a range of Midlands-based clients. She specialises in building bespoke and holistic financial plans to help individuals achieve their short-term and long-term personal and financial objectives.
Experience
Laura has extensive experience in advising owner-managers and senior executives in businesses where personal financial planning, business planning, succession planning and inter-generational issues are interlinked. Her expertise includes retirement planning, tax mitigation and Inheritance Tax, investment planning and financial protection planning. She is well versed in the utilisation of cashflow modelling software to help clients visualise different planning outcomes over time.
Work Highlights
Named Rising Star in the Women in Financial Advice Awards 2018 and has appeared in New Model Adviser’s ’35 Under 35’ Advisers.
Founding member of the Financial Vulnerability Taskforce, an independent body established to address the way in which the profession identifies and addresses aspects of client vulnerability.
A graduate of the Executive MBA at Aston Business School, Laura is also a Trustee of CORE Education Trust and a member of West Midland’s Women’s Voice Committee, all contributing towards the goal of creating a supportive environment in which all who live and work in the region can thrive.
As Birmingham Young Professional of the Year 2018, Laura acted as a national ambassador for Birmingham and is committed to improving the financial literacy of the city, in particular working alongside schools to develop key skills and self-development opportunities.
Laura has been named as a VouchedFor Top Rated Adviser every year since 2020.
Accreditations/ Memberships of professional bodies
Chartered Financial Planner from Chartered Insurance Institute (APFS)
"Laura took the time to understand my circumstances, what I was hoping to achieve and my attitude to taking risk with my pensions approaching retirement. She raised matters that I had not previously considered and has shown how sensible planning and approach to funding retirement income can maximise my income in retirement, and help avoid unnecessary tax traps. She was throughout the process kind, considerate, highly knowledgeable and definitely 'on my side'. Laura, you're a star, and I really am so very grateful for all your help, and would definitely recommend you!"
"Primarily we needed a specialist adviser to provide advice on the intricacies of transferring a pension from a company scheme. First and foremost Laura was professional at every stage of our discussions and presented the information and facts in a clear and personable manner which enabled us to make an informed decision. This approach meant that we were able to ask questions and request explanations, sometimes several times, and made to feel that all queries no matter how small were relevant. At the beginning of this process, we wanted to be able to make an informed decision once armed with the facts. By the end of the process, we felt confident in making our choices. Laura, we really enjoyed working through the pension transfer, albeit I found it daunting at times. Always calm and thoughtful with a wry sense of humour - looking forward to a long and fruitful partnership."
