Lauren Tudor
Dip PFS, Cert CII (MP & ER)
Lauren is a Financial Planner at Atherton & Associates Wealth Management and joined the team in 2021. Lauren is working towards becoming a Chartered Financial Planner and helps her clients with both personal and business planning.
About
Providing trusted advice and building long term relationships with clients and their families. Lauren enables clients to live the life they want to lead, by preparing a suitable financial plan.
Lauren’s advice covers all areas of Wealth Management, including:
• Retirement Planning
• Wealth Protection
• Savings and Investment Planning
• Intergenerational Planning
• Advising Business Owners
• Advice for Women
• Financial Education Specialist
Lauren has a Diploma in Regulated Financial Planning and Certificate in Mortgage Advice and will continue her studies to reach chartered status.
Outside of the office Lauren loves to travel, keep active, and spend quality time with friends and family (ideally all at once!) At home, she is the organizer, often found planning the next home improvement project or supporting her teenage sons as they pursue their own career paths. She also enjoys getting outdoors for walks with her much-loved Cavapoo.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
