Lauren Evans

Client Account Manager at Westminster Wealth Management

Lauren Evans currently serves as a Client Account Manager at Westminster Wealth Management, a position Lauren has held since September 2022. Prior to this role, Lauren worked as a Practice Support Administrator at AJG Wealth Management Ltd. from March 2020 to September 2022. Lauren also has experience as a Finance Administrator at DST Systems and as a Customer Service Assistant at Sainsbury's. In their previous roles, Lauren was involved in basic suitability report writing and executing client portfolio fund switches and withdrawals.

Location

Chelmsford, United Kingdom

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Westminster Wealth Management

Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2021 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.


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51-200

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