Lauren Coats

Lauren works in our Administration Team, and is involved in administration tasks for our financial planning clients.

As part of her role Lauren attends client meetings to support our Financial Planners, ensuring that any follow up required for clients is delivered efficiently after the meeting.

Lauren is working towards achieving the Chartered Insurance Institute’s Certificate in Financial Planning.

Outside of work Lauren enjoys spending her time training her dog, who is a Labrador Retriever with a lot of energy! Weekends are often spent going on long dog walks coupled with spending time with family and friends.