Jaidan Lawrence: Independent Wealth Manager – Sevenoaks, Kent

I provide independent wealth management services and financial advice to individuals, families and business owners in Kent, London and across the United Kingdom.

Specialist services

• Pensions
• Investments
• Retirement Planning
• Protection
• Mortgages
• Estate Planning
• Inheritance Tax Planning
• Private Medical Insurance
• General Insurance
• Business Financial Planning
• Business Protection

About me

I began my career in financial services at the age of 17 and have since developed experience across wealth management, financial planning and estate planning. I enjoy helping clients make informed financial decisions and building long-term relationships based on trust, honesty and clear communication.

Alongside my advisory work, I have a personal interest in financial markets and trading. I hold a Diploma in Applied Financial Market Trading (DipAFT) and enjoy studying market behaviour, technical analysis and risk management, as well as keeping up to date with wider economic and financial developments. This complements my work in wealth management and reflects my broader interest in investing and long-term wealth creation.

Away from my work, I enjoy weight training, boxing, trading, a variety of other sports and travelling where possible.

Professional qualifications

• Diploma for Financial Advisers (DipFA)
• Certificate in Mortgage Advice & Practice (CeMAP)

I view wealth management as an ongoing process, focused on clear, practical advice and lasting relationships built on trust and open communication. I continue to develop my knowledge through further study in wealth management and financial markets.