Lauren Rashid


At work

Lauren supports our financial planners in the technical and administrative aspects of the planning process.

She ensures that the financial advice provided to our clients is accurate and appropriate for their individual circumstances.

At home

In her spare time, you might find Lauren strumming on her guitar, for a melodic outlet, and to sharpen her focus and enrich her problem-solving skills.

She is a proud parent of two, whose curiosity and zest for life remind her of the importance of planning for the future. She also has a Bengal cat, whose spirited demeanour keeps the family on their toes.

Our ethos:

Planning beats advice

Financial planning puts people, and their aspirations, first. It’s not simply about products and investment returns, it's about your life.

Passive beats active

Trying to beat the market is expensive and doesn’t work. We focus on low-cost investments backed by hard data. That's why we call it Smart Investing.

Fixed fee beats percentage

Why should it cost ten times more to invest £500,000 than £50,000? Answer: it shouldn’t. We charge a fixed fee because it’s fair.

To find out more about the value we can add to your situation, simply contact us using one of the methods below.

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    71 Bradbourne Park Road, Sevenoaks, TN13 3LH