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!

  • Client Testimonials about Lauren Peters, Chartered Financial Planner, FPFS

    I cannot thank Lauren enough for all her hard work and advice as regard my retirement pension.

    Lauren explained all my options, making them easy to understand and recommending the right one for me and my lifestyle.

    I left feeling much happier about my retirement finances.

    The follow up report again was set in simple terms and I knew I could contact Lauren at any time with any questions.

    Lauren really does work for you and I feel lucky that I met her.

    Chris, client

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020 7614 1066

Contact Lauren

Helm Godfrey
Marlow House
Lloyds Avenue

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