Lawrence Neil Wealth Management Ltd is a senior partner practice of St James’s Place. It has worked with police officers for many years and alongside the North Yorkshire Police Federation in excess of 10 years, offering trusted financial advice to both serving and retired police officers and their families.
The company prides itself on building and maintaining long-term relationships with clients and providing a source of sustainable advice to meet the clients’ needs as they evolve over the years and believe that the level of referrals received from existing clients supports the fact it offers a service second to none.
Lawrence Neil Wealth Management Ltd boasts an ever-growing team of professionals with two dedicated offices in North Yorkshire and is proud to put clients at the centre or everything it does and to offer a wealth of support. It specialises in:
Investment planning
Protection planning
Retirement planning
Succession planning
Mortgage planning.
The company encourages anyone who would like to know a little more, to attend one of the regular surgeries where you can have a one to one, no obligation meeting and find out how the company can help you.
Please feel free to get in touch via telephone on 01423 368165 or via email.
Member perks
With a wealth of support from the practice, the company offers a range of services covering all areas of financial advice to those both within the police force and those who have retired. It prides itself on building and maintaining long-term relationships with clients and providing continued advice as needs evolve over time. If the advice is taken up, a discounted suite of products are available.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Lawrence Neil Wealth Management Limited is an Appointed Representative of and represents only St James’s Place (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website.
The title ‘partner practice’ is the marketing term used to describe St James’s Place representatives.
SJP approved 04/04/2023