FPFS
Lauren is a Chartered Financial Planner. She has worked in Financial Services since 2011 and joined Attivo in 2024.
She is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Lauren holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Lauren holds the following Advanced Financial Planning Papers:
Financial planning: Lauren builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: She designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: She structures wealth to protect assets, reduce tax exposure, and support succession
Investment planning and Business financial planning: She develops portfolios that match objectives, risk tolerance, and time horizons
