WE ARE CHARTERED

In January 2009 we were one of the first firms to achieve Chartered Financial Planner Status in the North East. 

As we are Chartered we follow a demanding code of ethical practice. This means we must work in a principled manner that places clients' interests at the heart of the advice we give.

Why use a Chartered Financial Planner?

Chartered status brings with it serious obligations. We are required to ensure the advice, service, and ongoing support we provide to you is:

  • Of the highest quality.

  • Based solely on your researched needs.

  • Provided by someone operating within their level of competency. 

WHO CAN HELP?
Karen Barwick.jpg

Karen Barwick

 

Director & Chartered Financial Planner

karen@laurusassociates.co.uk

Colin Dawson

 

Director 

 

colin@laurusassociates.co.uk