Jack Lawrence — Financial Adviser in Derby
About Jack Lawrence
Jack Lawrence is a Financial Adviser who helps individuals and families build financial confidence through clear, practical and personalised advice. With more than five years' experience in financial services, including over three years advising clients directly, he works closely with clients to develop long-term strategies covering pensions, investments, retirement planning and financial protection. Jack believes successful financial planning begins with understanding what matters most to each client. By taking the time to learn about their ambitions, family circumstances and long-term goals, he creates tailored financial plans that evolve as life changes. Whether supporting someone buying their first home, planning for retirement or building long-term wealth, his focus is on providing straightforward advice that gives clients clarity and confidence. Known for his approachable and relationship-led style, Jack values building lasting partnerships with the people he advises. He believes the best financial outcomes come from open conversations, regular reviews and advice that is easy to understand, helping clients make informed decisions at every stage of life. Outside of work, Jack enjoys spending time with his partner, their son and their dog. Whether exploring the Peak District, playing golf or following sport, family and an active lifestyle are at the heart of his life.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Retirement Planning
- Investment Management
- Inheritance Tax Planning
- Tax Planning
- Pension Planning
Qualifications
Diploma in Financial Services (CII) Certificate in Financial Planning (CII)
Regulation
Jack Lawrence is FCA-verified (firm: Prospera Wealth Management).
Frequently Asked Questions
Is Jack Lawrence an FCA-regulated financial advisor?
Yes. Jack Lawrence is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Jack Lawrence offer?
Jack Lawrence offers Retirement planning, IHT planning, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Jack Lawrence?
Fees vary depending on the service, the complexity of your situation and the assets involved. Jack Lawrence will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Jack Lawrence is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Jack Lawrence?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Jack Lawrence directly through the contact form.
Does Jack Lawrence work with clients outside Derby?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Jack Lawrence is based in Derby but you can confirm preferred meeting locations and video options when you book your initial call.