Lauren Oakley

Client Relationship Manager

Lauren supports our Financial Life Planners and will be working predominantly remotely with intermittent days in the Lincoln office. She currently lives in the picturesque town of Stamford with her husband Henry, a Financial Adviser.

Lauren spent 2 years living in sunny Majorca but moved back to the UK in May 2020 so her and Henry could be closer to their families. Lauren has not always worked in this industry but discovered her passion for Financial Services while living abroad, and decided it was the route she wanted to progress with professionally. However, she has already gained a plethora of experience in a short time, as an administrator for an Asset and Finance Brokerage and a Wealth Management firm.

Lauren is ambitious and now plans to work towards gaining a Financial Services Diploma and has hopes to become a Financial Adviser or a Financial Planner in the future. She enjoys travelling, photography and cooking, and tries to stay as active as possible with PT sessions and long walks with Henry.

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Head of Life Planning &
Financial Life Planner

Ian Kemp

Financial Life Planner

Teresa Ball

Practice Manager

David Bostock

Senior Client Relationship Manager

Hollie Simpson

Client Relationship Manager

Nader El Harake

Client Relationship Manager

Jordan Reid

Financial Planner

Sue Thompson

Accounting & Finance Manager

Beth Evans

Operational Support Administrator

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