Lawrence Bearman
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Lawrence Bearman Email & Phone Number

Helping High-Income Millennials Achieve Financial Freedom with Innovative Financial Planning | Chartered ALFBF 🏌️‍♂️ at Westminster Wealth Management
Location: Welwyn Garden City, England, United Kingdom 3 work roles 3 schools
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Role
Helping High-Income Millennials Achieve Financial Freedom with Innovative Financial Planning | Chartered ALFBF 🏌️‍♂️
Location
Welwyn Garden City, England, United Kingdom
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Lawrence Bearman is listed as Helping High-Income Millennials Achieve Financial Freedom with Innovative Financial Planning | Chartered ALFBF 🏌️‍♂️ at Westminster Wealth Management, a with 69 employees, based in Welwyn Garden City, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lawrence Bearman.

Lawrence Bearman previously worked as Independent Financial Adviser at Westminster Wealth Management and Independent Financial Adviser at Ablestoke Wealth Management. Lawrence Bearman holds Bachelor Of Science - Bs, Mathematics And Economics, 1St Class Honours from University Of Nottingham.

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Westminster Wealth Management

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About Lawrence Bearman

Millennial (Age 30-45) Earning Over £250k?➡️ Feel like your money could be working harder?I help people like you create Financial Independence and Retire Earlier by implementing the New-Era Financial Plan👇💡Often, it boils down to 3 critical hurdles that prevent high earners from achieving financial independence faster:1️⃣ Overpaying on taxes: A lack of tax-efficiency strategies beyond ISAs and pensions.2️⃣ Lack of knowledge: Uncertainty about where to save money, often leading to holding excessive amounts in cash.3️⃣ Lack of time: High earners rarely have the luxury of spare time to consistently review the complexities of their finances.Ready to Take Control of Your Wealth?📅 Book your free 15-minute discovery call today.There’s no obligation—just an opportunity to gain clarity on your next steps and actionable insights you can apply immediately.📅 Schedule Your Call Here: https://calendly.com/lawrence-bearman-ifa/15minTransforming High Earnings into Lasting Wealth 💼✨Curious about what my clients say? Take a look 👇🖋️ https://www.vouchedfor.co.uk/financial-advisor-ifa/aldwych/065177-lawrence-bearman

Current workplace

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Westminster Wealth Management
Westminster Wealth Management
Helping High-Income Millennials Achieve Financial Freedom with Innovative Financial Planning | Chartered ALFBF 🏌️‍♂️
london, greater london, united kingdom
Employees
69
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3 roles

Lawrence Bearman work experience

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Independent Financial Adviser

London, England, United Kingdom

We help High-Income Professionals with tax-efficiency planning, pension annual allowance and cash-flow modelling to help them retire earlier, stop overpaying on taxes and diversify their portfolio.

Sep 2021 - Nov 2023

Client Account Manager

London, United Kingdom

• Managing, maintaining and expanding relationships for over 200 individual and corporate clients, acting as the interface between the client and our specialist advisers covering areas from Investment, Savings, Property, Tax, Protection, Legal and Retirement.

Aug 2019 - Sep 2021
Team & coworkers

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3 education records

Lawrence Bearman education

Bachelor Of Science - Bs, Mathematics And Economics, 1St Class Honours

Activities and Societies: Nottingham University Economics and Finance Society (NEFS), BUCS Men's Football Team, BUCS Men's Tennis Team

Level 6 Diploma In Financial Advice (Adv Dipfa®)

Activities and Societies: Level 6 Diploma in Financial Advice (Adv DipFA®) Certificate in Long Term Care and Later Life Planning.

A Levels And Gcses

Stanborough School

Activities and Societies: Head Boy, 1st XI Football CaptainA-Levels: Mathematics- A*, Further Mathematics- A, Economics- A AS Levels.

FAQ

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What company does Lawrence Bearman work for?

Lawrence Bearman works for Westminster Wealth Management.

What is Lawrence Bearman's role at Westminster Wealth Management?

Lawrence Bearman is listed as Helping High-Income Millennials Achieve Financial Freedom with Innovative Financial Planning | Chartered ALFBF 🏌️‍♂️ at Westminster Wealth Management.

Where is Lawrence Bearman based?

Lawrence Bearman is based in Welwyn Garden City, England, United Kingdom while working with Westminster Wealth Management.

What companies has Lawrence Bearman worked for?

Lawrence Bearman has worked for Westminster Wealth Management and Ablestoke Wealth Management.

Who are Lawrence Bearman's colleagues at Westminster Wealth Management?

Lawrence Bearman's colleagues at Westminster Wealth Management include Charles Mintowt, Anthony Seward, Lucie Gee, Andrew Waldron Chartered Fcsi, and Rory Dodd.

How can I contact Lawrence Bearman?

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What schools did Lawrence Bearman attend?

Lawrence Bearman holds Bachelor Of Science - Bs, Mathematics And Economics, 1St Class Honours from University Of Nottingham.

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