Lawrence Financial Services

Who we are

Robert Gerrard & Westbrook is an independent financial planning firm dedicated to providing insightful solutions and guidance to meet your individual financial goals. With a team of experienced professionals, we are passionate about empowering you to take control of your financial future and achieve your aspirations.

Our Philosophy

Our approach to financial planning is personalized and client-centered. We believe in building strong relationships with our clients and understanding their unique needs and aspirations. We work collaboratively with you to create a tailored plan that aligns with your individual circumstances and objectives.

Investment Planning

• Expert portfolio management to maximize returns on your investments.
• Retirement planning and pension reviews.
• Wealth preservation strategies to protect your financial security.

Pensions

• Comprehensive guidance on securing your retirement future through personalized pension planning.
• Assistance with employer-sponsored plans and maximizing your contributions.

Protection Planning

• Comprehensive analysis of your insurance needs to mitigate potential risks.
• Protection against unexpected events like illness, disability, or death.

IHT Planning

• Strategic advice on inheritance tax mitigation strategies to minimize your liability.
• Preparation of legal documents such as wills and trusts.

Cashflow Planning

• Development of a personalized financial plan to manage your current expenses and future financial goals.
• Strategies to reduce debt, increase savings, and achieve financial stability.

Corporate Services

• Customized financial plans tailored to the specific needs of your business.
• Employee benefits review and optimization.

Our Values

• Integrity: We are committed to providing honest and transparent advice, always placing your interests first.
• Expertise: We draw on our extensive experience and ongoing professional development to deliver insightful solutions.
• Client Focus: We prioritize open communication and collaboration, working alongside you every step of the way.
• Transparency: We believe in clear and concise explanations of your financial options and their potential impact.

Contact us today to schedule a consultation and learn how Robert Gerrard & Westbrook can help you achieve your financial goals and live a financially secure life.