Lauren Duffy
Financial Adviser
Specialisms:
- Financial planning
With over 17 years of experience in the financial services industry, Lauren has had the privilege of working across a range of roles before establishing herself as an independent financial planner. Her approach is rooted in holistic financial planning—working closely with clients to understand their needs, values, and long-term objectives, and helping them make the most of their wealth.
Lauren is passionate about building lasting relationships and guiding clients through key life decisions, offering tailored advice that supports both their immediate goals and future aspirations.
Lauren holds the Level 4 Diploma in Regulated Financial Planning and the CF6 Certificate in Mortgage Advice. She is also a proud member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII), committed to maintaining the highest standards of professionalism and ongoing development within the industry.