Your financial future is safe in our hands. With over 111 years of expertise and experience in our field, we take pride in offering the very best independent financial advice that is tailored specifically for you. We’ll look after you.
Feel free to take a look around our site and find out more about how we can help you plan a sound financial future. If you would just like to talk, head over to our contact page and send us an enquiry.
A little bit about us...
CHARTERED FINANCIAL PLANNERS
Established in 2002 by Karen Barwick and Colin Dawson, we take pride in offering a comprehensive range of both personal and corporate advice on investments, pensions and life assurance.
As one of the first in the North East of England to achieve Chartered Financial Planner status in January 2009, and a number of awards under our belt, we cater for those with more specialised financial needs, and have a particular interest and expertise in trust planning, auto-enrolment, investment portfolios, pension property purchase and employee benefit advice.
Great Advisors, Great Profession: The Documentary
Later Life Advice (SOLLA)
In this video, Ian Horne from Citywire looks at the value financial advisors bring and the things that prevent people from getting the proper help for all their financial needs. This is a nation of people who need financial advice but don’t seek it.
Karen Barwick as well as being a Chartered Financial Planner is also a specialist in advising older people in financial matters. She has been awarded the Later Life Adviser Accreditation (LLAA) by the Society of Later Life Advisers (SOLLA).
"We have had the pleasure of working with Laurus for many years. Many firms could learn a lesson from Karen, Colin and the team about the delivery of exceptional client service."
Phil Ridley, Sintons Law
"Karen, Colin and staff at Laurus, have acted as our financial advisors now for approximately 20 years! Karen has acted for us with great understanding and diligence – seeing us, and also our family, through some testing times. We have great faith in her abilities and can only speak highly of the service we have received."
Sheila & David Lishman
"Laurus Associates provide us with a first class personalised service which always meets our objectives. Colin and his team go to great lengths to understand our attitude to risk and provide an attentive and efficient service to fulfil a strategy in line with our expectations. We are delighted to be in such safe hands and our happy to recommend Laurus Associates to others."
Lesley & Andrew Oxenham