Lawrence Clarke Financial Planning

Larry has more than 40 years of experience in the financial services profession, specialising in advising on SIPPs and SSASs, particularly involving commercial property.

Larry holds several additional pension qualifications, underscoring his expertise in the field. Larry works with individual clients as well as small and medium-sized companies, providing solutions to meet their specific needs.

James has more than a decade of financial services experience working with some of the UK’s leading pension and investment providers, before becoming a financial adviser. He specialises in tailored advice with a focus on pensions, investments and protection.

James takes a holistic approach to financial planning, working with clients to understand their unique financial goals, and ensuring that their investment strategies align with their objectives while ensuring maximum tax efficiency.

With more than 30 years in the profession and 15 years as a financial planner, Kelley specialises in various aspects of financial planning. Her expertise spans pensions, investments and protection for individuals, as well as corporate pensions and investments. She also handles Court of Protection cases, divorce and pension sharing, and long-term care planning.

Lelde helps create financial plans aimed at ensuring an enjoyable life and a secure future for her clients. She manages investments, plans for taxes, protects wealth, and builds strategies for a comfortable retirement.

Mike has worked at Lawrence Clarke since 2012 and before this, he established and successfully operated his own financial services firm for 26 years. His expertise lies in mortgages, equity release, investments, personal pensions, and life assurance.

Paul has worked in the world of financial services since 1981, when he started at the pensions department of the DHSS in Bromley. His career took him through the City of London before he settled on the South Coast in 1985.

With experience gained at a Southampton-based firm and Scottish Widows, Paul established his own firm in 1992. He brings a wealth of expertise to his role at Lawrence Clarke, where he has been a valued member since 2014. Paul has fostered a dedicated client base, some of who have relied on his advice for over three decades.

Simon is a Chartered Financial Planner at Lawrence Clarke, working with clients to make sense of complex financial decisions and long-term planning. He brings a practical, real-world perspective to financial planning, with a strong emphasis on helping clients see the bigger picture and understand how today’s decisions shape their future over time.

His approach centres on building robust, flexible, and tax-efficient strategies shaped around each client’s individual goals, rather than relying on standard or pre-packaged solutions. Simon is known for being thoughtful and principled in his advice, prepared to challenge assumptions and look beyond the obvious answer when it leads to a better outcome for his clients.

Scott has been working in financial services since 2014 and has spent the last five years helping numerous clients meet their financial needs. He holds the Personal Finance Society’s highest qualification of Fellowship, achieved after many years of study.

Scott enjoys working with a variety of clients and considers it a great honour to be trusted in guiding them toward their financial goals.

Simon has more than 25 years of experience as a financial planner, specialising in working with individuals and business owners. He excels in estate planning, pre- and post-retirement planning, and tax-efficient investing, offering clients expert guidance and tailored financial solutions.

Susette specialises in providing comprehensive advice on investments, pensions, and protection plans, including life cover, sickness, and long-term care for all ages. Additionally, Susette also offers expert guidance on Court of Protection cases, divorce, and pension sharing.

Since joining Lawrence Clarke in 2014, her background as a solicitor in Hampshire and London, along with her accreditation as a family mediator, has enabled her to deliver holistic financial planning. Susette’s extensive knowledge of taxation and trusts enables her to offer each client personalised financial advice.