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).

More Testimonials

CLIENT TESTIMONIALS

 
CONTACT US

Address:

Osborne Mews, 10 Back Osborne Terrace, Newcastle upon Tyne, NE2 1NF, UK

Email:

Phone:

0191 281 1234

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • Google Places Social Icon

Registered Office

Contact

Osborne Mews

10 Back Osborne Terrace

Newcastle upon Tyne

NE2 1NF 

UK

Registered in England No: 4361832

 

 

Laurus Associates is a trading name of Laurus Associates Ltd, which is authorised and regulated by the Financial Conduct Authority.

0191 281 1234

Follow Us

  • Grey Google Places Icon
  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • Grey Twitter Icon
  • Grey YouTube Icon

©2016 BY LAURUS ASSOCIATES. PROUDLY CREATED WITH WIX.COM