LAWRENCE CLARKE LIMITED - Key Persons
Amarit joined the Lawrence Clarke team in May 2023, having been in the financial services industry for 5 years. Amarit has studied and achieved his Level 4 Diploma in Advance Financial Advice.
Outside of work he likes to keep fit with sports activities, which include football, boxing and running.
Job Titles:
- Managing Director
- ACII, FPFS, Certs CII ( MP & ER ) Managing Director
Anne has worked in the financial services industry since 1992 and brings a wealth of knowledge and experience to the business. She is a Chartered Financial Planner and completed the Advanced Diploma in Financial Planning at the end of 2014 before achieving her Fellowship of the Personal Finance Society in 2016. Anne enjoys studying and received an award from the Southampton Chartered Insurance Institute in 2017 for the best exam result.
Anne was appointed as Managing Director in December 2022 and is enjoying the challenge of leading the company. She believes that building good relationships with clients, attention to detail, and excellent technical knowledge are the key ingredients for any successful IFA business.
Outside of work Anne has recently taken up gardening and is usually at the garden centre at weekends looking for bargains.
Job Titles:
- Independent Financial Planner DipPFS
Bud joined the Financial Services industry in 1977 as a very youthful clerical administrator at Abbey Life in Bournemouth. Over the following 12 years he enjoyed a number of promotions, most notably the position of Regional Manager for Scotland, Northern Ireland and the North East - whilst living in Bournemouth!
Over the next 22 years Bud worked with IFA's as a Business Development Manager with three major pension and investment providers, and, after taking a little time out in 2012 he joined Lawrence Clarke Ltd at the start of 2013.
Cameron came into the financial services industry as an apprentice for a local IFA in 2012. Whilst completing his apprenticeship, he gained knowledge in a range of products and services. He joined Lawrence Clarke Ltd in 2015 as an administrator and now offers support to a team of advisers.
Outside of work Cameron enjoys carp fishing and watching cricket.
Debbie has been a member of the Lawrence Clarke team since September 2007 and has worked with many advisers over the years. Since 2023, as part of the Lawrence Clarke Leadership Team, she is enjoying the challenge of Admin Manager.
Debbie is a proud Mum to 2 adult children, Elliott and Abbie. She likes to spend her spare time with her partner Paul, going to music concerts, shopping and going out for nice meals.
George has been working in financial services since 1992. She started working with Larry in 1999, before becoming his PA in January 2012. George has worked closely with the admin team over the years, providing admin support to several of the advisers. Since 2023 George is enjoying a new role of Office Manager as part of the Lawrence Clarke Leadership Team.
Outside of the office George enjoys spending time with her partner Jon and lots of walking with their dog, as well as catching up with family and friends.
Job Titles:
- Independent Financial Planner CeFA DipFA MLIBF AwPETR
- Specialist
Kelley has been in the financial services industry since 1997 and with Lawrence Clarke Ltd since 2006. This experience and the fact that she has worked in all aspects of financial services, allows her to take a practical and holistic view of any issues that arise and to give her clients the best possible advice.
Kelley is a pensions specialist which means she is qualified to provide advice across every aspect of pension planning. Kelley also advises in the very emotive areas of long-term care planning. Her friendly and bubbly manner and the ability to develop strong relationships with clients allows her to deal with them in a sympathetic and extremely effective way.
When Kelley is not in the office she enjoys spending most of her time with her beautiful young daughter, which means that her other loves of watching football, socialising and dancing have taken a back seat during these formative years!
I started Lawrence Clarke & Partners in 1987 after working for Slater-Walker Group, Prudential & National Mutual Life. These periods of employment provided valuable training and experience in all aspects of investment, pension and protection planning.
Lawrence Clarke & Partners became Lawrence Clarke Ltd in 1999 and I am happy to say this has been my working life to date.
I have seen many changes in the financial services sector over this time but still manage to maintain a passion for the industry and feel I am very fortunate to love my work. I have always had a special interest in pensions, having gained all the necessary regulatory qualifications I am now a fully qualified pensions specialist.
Lelde joined the Lawrence Clarke team in 2021, after relocating to the south. She is currently enjoying studying to become an adviser.
Job Titles:
- Independent Financial Planner FCIB DipPFS Cert SMP
Mike joined Abbey National in 1974 (after initially working in retail), having held management positions with them in Southampton and Portsmouth before spending 3 years from 1983 with the Britannia Building Society, opening their office in Portsmouth, during which time he was Chairman of the Portsmouth and District Building Societies Association.
Mike left in 1986 to set up his own financial services business in the Fareham area, and over the years has also co-owned Estate Agency and Chartered Surveyor businesses.
Mike joined Lawrence Clarke Ltd in 2012, having known Larry Clarke for some 30 years. A Fellow of the Chartered Institute of Bankers, Mike has lectured at both Highbury College and Solent University on Building Society Law & Practice.
Outside of work Mike's hobbies include football (watching rather than playing these days!), cricket and swimming.
Toch joined Lawrence Clarke as an administrator in July 2023, after spending much of her career in debt recovery for rail companies.
She has always had an interest in financial information, beginning with analysis then transforming to the financial services sector. She is already studying towards her first Diploma unit and is looking forward to an involved career with Lawrence Clarke Ltd.
In her spare time Toch enjoys playing the violin in ensembles, going to concerts and gigs, eating hearty food and travelling.
Oliver joined the Lawrence Clarke team in 2022, having been in the industry 2 years and completing an apprenticeship. Oliver is currently studying and working towards his Diploma.
Ollie joined the team on a permanent basis in 2020, after finishing his degree and working in London for 10 years.
He is loving returning to the south coast, has taken up cold water swimming and fallen in love with what is considered 'the best sport' - golf! Ollie is also passionate about drone photography, playing guitar and snowboarding.
Job Titles:
- Independent Financial Planner DipFA
Paul joined the Lawrence Clarke IFA team in 2014, having embarked on his career in Financial Services in 1981 at the Pensions Department of the DHSS in South East London. He then worked in the City of London, before moving to the south coast in 1985 - a move he has never regretted. After spells at a Southampton based IFA and Scottish Widows, he set up his own IFA Practice in 1992. Paul has a wealth of experience in investment, pensions, mortgages and protection.
He has a loyal client base, many of whom he has been advising for over 30 years.
Shirley has worked in accounts since 1999 and joined the team at Lawrence Clarke in 2021. Shirley is responsible for overseeing and assisting the Finance Director for all the daily accounting and payroll functions of the company.
Job Titles:
- Independent Financial Planner DipFA
Simon has gained a wealth of experience from working in Financial Services over the past 3 decades. He joined Lawrence Clarke Ltd in February 2023 as an Independent Financial Planner and is very much looking forward to helping our clients with their financial needs for many years to come.
Outside work he enjoys trying out his love of Indian/Asian cooking, hopefully successfully, on his friends and family and helping his wife Amanda with their mature cottage garden. He can also often be seen taking his Labradoodle "Harvey" on long walks around his hometown of Fareham.
Job Titles:
- Independent Financial Planner DipFA CeMAP MLIBF
Steve has enjoyed the last 30 years in financial services advising clients and joined us here at Lawrence Clarke as an Independent Financial Adviser back in 2001.
He has a wealth of experience across all aspects of financial planning, although his main areas of expertise are investment, pension, mortgage, long term care and equity release advice.
Outside of work Steve and his wife Marlies enjoy travelling but nothing is more fun than spending time with their children and grandchildren.
Job Titles:
- Independent Financial Adviser
- Independent Financial Planner DipPFS
Susette joined the Lawrence Clarke team in 2014, following on from a successful career as a Solicitor. Susette worked in practice in law firms in Hampshire and London before deciding to pursue a new challenge in financial services.
Following her qualification as an Independent Financial Adviser Susette now advises on investments, pensions and long-term care planning, using her past experience to offer bespoke advice to clients using her knowledge of taxation and trusts for holistic financial planning.