Lesley & Andrew
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 fulfill 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.
Roman & Maralyn
My wife and I have been clients of Laurus Associates for several years. The company has provided us with Investment advice on Isas for ourselves and grandchildren (Jisas), Insurance and for the past few years has taken over management of my pension fund (SIPP).
We find Laurus to be very proactive in keeping us informed of developments and opportunities for investment and protection of our assets. Laurus also is excellent at finding solutions to problems.
Overall, we find Laurus, and in particular, Karen Barwick to be excellent advisers and their staff are always helpful and courteous. We recommend the company highly.
Sintons Law Firm
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
Newcastle Upon Tyne
I have been a Client of Laurus Associates Limited for more than 15 years now. I would like to say that I can highly recommend them in all of their fields of expertise. I find them very helpful, very honest and very professional in every approach. Their fees are also very competitive in today's market.
I have had excellent advise when it has come to my Personal Private Pension Plan and also in their advice relating to The Peoples Pension Regulations.
Ian R Simpson
Karen and the Laurus team have been looking after my pension requirements, via a SIPP, for well over a decade. During that time she has consistently sought to understand my changing requirements, and amended investment strategies accordingly. Karen's regular reviews are extremely useful and I especially appreciate the blend of proactive advice, linked into her views on my own investment suggestions; I have never experienced a “hard sell”.
The business has good links with a range of Lawyers and Accountants and works well with those professional contacts to deliver strong customer service.
Over the years I have been very happy to recommend Laurus Associates to family, friends and business contacts.
I have had the services of Laurus Associates since I retired from Pharmaceutical firm Glaxo SmithKline in 1995. They handled the complete retirement package with professional advice for investment and growth. They have also advised and invested all my wife's funds. They are equally competent in the making of "wills" and Power Of Attorney and will direct you to the right professionals. I find them very professional, honest and trustworthy willing to act in the best interest of the client at all times and fully recommend to anyone seeking their professional advice.
Darlington, County Durham
Chris Lishman, Chris Lishman Photography
Karen Barwick and the team at Laurus Associates have been my trusted financial advisors for over twenty years. They have always been personable and understanding in their approach and have tailored advice to both me and my family over that time and suited our needs in the ever-changing world of wealth management. Key areas of focus have been expert advice in investment strategies, pension planning and inheritance tax. I have recommended Laurus to friends in the past and would have no hesitation in recommending them to others wishing to have a first-class wealth management service from a friendly team.
Sheila & David Lishman
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,
I have been with this team of financial advisors since 2002. The unbiased advice and investment performance over the years has been very satisfactory and met all the initial declared objectives, The staff are always friendly and professional if you need to contact the office. I would give no hesitation in recommending Laurus Associates to anyone seeking professional financial advice. The reviews give a very detailed insight into how your investments have performed over the last year.
Karen Barwick has looked after me and my financial affairs since we first met in 1994. All the staff at Laurus are pleasant and immediately helpful if you ring with a query and Karen visits me every six months to review my affairs. I have been well advised and protected by Karen and Colin – they give me peace of mind! They are so efficient but also very understanding of my needs and situation. I value Karen very highly and her input in my life since she was recommended by a Hexham Chartered Accountant!
Laurus Associates have been my financial advisors since the company was launched in 2002 and I am entirely satisfied with the service they have provided and the management of my investments I have known Colin Dawson as a personal advisor since 1990 and cannot praise him highly enough for the financial care I have received for the last twenty-six years.
Barnard Castle, County Durham
I have used Laurus Associates and Karen for over a decade advising me initially as a business owner and as a private individual. Karen completely demystifies pensions and talks about investments in a straightforward understandable style The service provided to my business and employees was professional and the administrative processes well managed and easy to comply with. My own pension planning and my families have been looked after well and the funds continue to work well for us. Karen provides lots of opportunities to look at options for the funds and paperwork is stress-free!
Karen Barwick and Colin Dawson have looked after all aspects of my financial affairs for more than twenty-five years and have throughout that time provided me with sensible and knowledgeable advice to the extent that I have implicit trust they will always look after my best interests. They are simply first rate.
I would like to pass on my thanks for the financial services you have provided me over the last twenty years. Now trading as Laurus Associates you have given me advice on a range of investments, pensions and trusteeship which I have found to be invaluable.
Riding Mill, Northumberland
I have been with Laurus Associates since its inception, and have used them in all aspects of financial areas. Laurus has provided me with an excellent service throughout this time providing me with invaluable advice including pension and retirement planning, my insurance requirements, savings/investment advice and IHT planning. The overall financial reviews they perform accurately highlighted which aspects of my changing financial situation needed addressing and then successfully dealt with these issues,
The level of service given by all staff members have made me feel a valued customer and as such, I also have introduced all my family and spouses, and their financial planning and advice need into Laurus Associates too. Whenever I have needed financial advice and/or financial assistance they have always provided a great service both promptly and courteously! Generally, on a both financial, and personal contact level, I have nothing but praise for Laurus and would not hesitate to recommend them to any prospective clients.
Harrogate, North Yorkshire
I have been with Laurus Associates since early 2017. They have provided excellent advice regarding transferring my pension from a company scheme into a flexi access drawdown. It has made an amazing difference to my lifestyle due to the choice of company that I have invested with following their guidance.
Colin, Karen and all the staff are highly professional but also very friendly. Nothing is too much trouble. I have total trust in the team at Laurus and know my money is in safe hands.
Pam Clarke, Clarke's Chartered Accountants
I have known Karen Barwick & Colin Dawson for over 25 years and since our practice commended in 1991 they have been our 'go-to' financial advisors. We have used Laurus Associates since Colin & Karen formed it in 2002. We know we can rely on their wealth of knowledge which, combined with a professional and friendly service, we, and our client, can benefit from.