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David Lawrance Financial Planning

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David Lawrance is an experienced Financial Adviser with 9 years in the financial industry and a Diploma in Financial Planning.

After just under 4 successful years as a financial adviser with Prudential Financial Planning, David was delighted to establish his own financial advice business, David Lawrance Financial Planning, as part of The Advice Partnership from Prudential.

David helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, David provides sound, personal and expert advice. 

In his spare time, David enjoys spending time with his long-term girlfriend and their two young children, Maggie and Isla, as well as playing cricket (albeit a lot less frequently than he used to) and attending Tottenham Hotspur FC home matches with his father.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

October 2024

David has been working on my pension funds for over a year now. During this time, we have had a number of phone conversations, personal visits and emails.

David has always been available from early morning to late evening, has always been extremely professional, understanding and very friendly with his approach to all of his work. I have been kept fully informed and have always had all of my questions answered swiftly and very thoroughly. I can highly recommend David for his trustworthy, very professional and very helpful approach, and for his dedication to my requirements. 

October 2024

I didn't understand a lot about pensions but David explained it so I was able to make a decision about my retirement plan. I am delighted with the service I get from David Lawrance.

October 2024

David has proved to be knowledgeable, punctual and trustworthy. He is always quick to answer my questions and responds in a clear and understandable way.

October 2024

Within the last 12 months I have taken the decision to transfer my final salary pension pot to Prudential for investment. At 60 years old this is a decision that myself and my wife have not taken lightly as it will clearly affect the rest of our lives. It is one of the biggest financial decision we have ever taken. 

David was able to explain the process, with working scenarios, to the point that I felt I understood sufficiently to make an informed decision.

I have found David both honest and knowledgeable and always happy to respond to my concerns irrespective of the time.

I have sufficient confidence that David will ensure that I have the capability of a Happy Retirement and I look forward to working with him to facilitate this.

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David Lawrance Financial Planning is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.