Lauren
Lauren joined St. James’s Place in 2013, obtaining a place on the Next Generation Academy. While working within a Solihull based practice she graduated from the academy in 2014. In 2016 Lauren accepted an invitation to join McMillan Financial Advice.
Her emphasis is to provide clients with a source of trusted advice as their needs evolve, to help achieve goals personal to them and to enhance their wealth. She believes in building long term client relationships and helping her clients through all stages of their financial life.
Lauren is strong on products such as ISA’s and Unit Trusts, and she also advises clients on other areas including retirement planning, protection and mortgages. Her aim is to give clients fully rounded advice.
Outside of work Lauren enjoys spending quality time with her Husband, and daughter. As well as playing netball and taking part in various charity events such as The St. James’s Place Triathlon.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
