Lauren Peters, Chartered Financial Planner, FPFS
Wealth Management Adviser
We all have goals in life. Whether yours is to retire a few years earlier - or at least have the option to do so, should you want to - give your children a financial leg-up, improve your standard of living now or simply make your affairs more tax-efficient, I can assist you.
As well as a wealth management adviser, I am a retirement specialist, later life specialist, and qualified mortgage and equity release adviser.
In addition to assisting individuals, I also advise corporate clients, having previously supported FTSE 100 and 250 executives, and now working closely with Helm Godfrey's Employee Benefits Division.
With almost 10 years' experience in the industry, I am passionate about helping people identify their true goals in life and then developing a clear plan for reaching those targets.
I'm a great believer in building trusted relationships over the longer term, helping you - and your family - adapt to life's inevitable changing circumstances and priorities.
A regular contributor on personal finance and financial planning issues, i have written for the Financial Times Investors' Chronicles, the Telegraph and Your Money, amongst others.
Outside the office, I attend events in my local area of Chelmsford, Essex, enjoy pub quizzes, travel and the odd glass of wine... or two!