Latest / Financial Planner Life Podcast
Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
From Admin to Self-Employed Financial Planner with £10M AUM by 26!
In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employment.
We unpack:
Why Lawrence chose to go self-employed with just £3M AUM
How he tripled his assets in 12 months without cold calls or networking events
The £10K personal investment he made to become a better communicator
His laser-focused niche…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.