Lawrence Financial Services

At Robert Gerrard & Westbrook, we understand that financial planning can be a daunting and overwhelming task. That's why we're committed to providing you with expert and impartial advice to help you make informed decisions about your financial future. We're a team of experienced and dedicated financial professionals who are dedicated to helping you achieve your goals and secure your financial well-being.

Our Services

Our comprehensive range of services is designed to help you achieve your financial objectives. We offer expert advice on investment, pensions, protection, and inheritance tax planning, as well as cash flow planning and corporate financial services. Our team of experts is dedicated to providing you with tailored solutions that cater to your unique financial needs and goals.

Investment

Our investment services are designed to help you grow your wealth over time. We offer a range of investment options, from stocks and bonds to property and alternative investments. Our experienced investment managers will work closely with you to develop an investment strategy that aligns with your financial goals and risk tolerance.

Pensions

Securing your future with a pension is a crucial step in achieving your long-term financial goals. Our experienced pension advisors will work with you to develop a personalized pension plan that takes into account your income, assets, and goals. We offer a range of pension options, from defined contribution schemes to self-invested personal pensions.

Protection

We understand that unexpected events can occur, which is why we offer protection services that provide peace of mind. Our life insurance and critical illness cover options will provide you and your loved ones with financial security in the event of an unexpected event.

IHT Planning

Inheritance Tax (IHT) planning is an essential aspect of financial planning. Our experienced advisors will work with you to develop an IHT plan that minimizes your tax liability and ensures your legacy is protected.

Cashflow Planning

Cash flow planning is critical to achieving your financial goals. Our advisors will work with you to develop a personalized cash flow plan that takes into account your income, expenses, and financial goals.

Corporate

Our corporate services are designed to help businesses of all sizes achieve their financial goals. We offer a range of services, from financial planning and taxation to accounting and pension services.

Our Philosophy

At Robert Gerrard & Westbrook, we believe that financial planning should be a collaborative process that is tailored to your unique needs and goals. We're committed to providing you with expert advice and guidance that helps you achieve your financial objectives.