Lauren Southwell

Technical Administrator

My main task involves providing a range of technical support to advisers, allowing them to create long-term financial plans for our clients. Heavily involved in producing literature and individual client reports, it is essential that this information is easy to understand and presented in a client-friendly manner. 

What's the Best Thing About Working at IFP?

The people! I switched careers from retail to financial services in 2019, and my colleagues could not have been more welcoming and helpful. We work as a team, with mutual respect for each other and a willingness to help wherever we can. It is actually a joy to come to work.

Now for the personal part…tell us about you

Get yourself comfortable; this could take a while! In my spare time, I enjoy cooking, gardening, exploring new places, and reading and I also have a very creative mind. Recently I learned how to create my own digital drawings. I also love making things from clay and resin, and I’m a keen painter - where do I find the time?

Give us a fun fact

My fun fact? My eyes are heterochromatic (one colour round the outside and another colour on the inside of the pupil). Oh, I also have a dog called Jake, can’t forget him.

What Our Clients Think About Us

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs where & fulfilled all my wishes if I could give 10 stars I would."

Book a no obligation meeting at no cost to you

Looking to manage your wealth effectively? 

Informed Financial Planning invites you to an exclusive event, Wealth Management Workshop – Building & Protecting your Money, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation. Spaces are limited; however, as valued clients of Finnies Accountants, you are granted priority access
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