Lauren Oakley-Rutherford

Client Relationship Manager

Lauren is one of our Client Relationship Managers and assists various advisers with their administrative and report writing work, as well as always being on hand to assis their clients.

Lauren is currently living in the beautiful Georgian town of Stmford with her husband and their exuberant black and white Cocker Spaniel named Brie. Lauren is very fond of travelling and loves to have staycations, holidays or city breaks booked to look forward to throughout the year. She currently has two very exciting upcoming trips to Malta and Thailand!

Alongside her role, Lauren has been enrolled in a Level 4 Paraplanning Apprenticeship and is currently undertaking various exams and pieces of coursework to become qualified; as well as various assessments to continue her professional development. This course has seen Lauren come on leaps and bounds in her confidence and technical knowledge. We’re very much looking forward to seeing where it will take her financial services career in the future.

My Favourite…

Book – ‘Pride & Prejudice’ by Jane Austen

Film – It’s a Wonderful Life

UK Holiday Destination – Bath or The Norfolk Coast

Holiday Destination – Cruising around the Med

App – Instagram

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Head of Business Standards &
Financial Life Planner

Jordan Reid

Financial Planner

Stephen Page

Financial Planner

David Bostock

Senior Client Relationship Manager

Ian Kemp

Financial Life Planner

Hollie Simpson

Client Relationship Manager & Support Team Leader

Beth Evans

Financial Administrator

Sue Thompson

Accounting & Finance Manager

Nader El Harake

Client Relationship Manager

Teresa Ball

Practice Manager

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