Laurus Associates Limited

Independent Financial Adviser  Osborne Mews, Newcastle upon Tyne, Tyne and Wear, NE2 1NF
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FCA authorised
Last authorised 2nd August 2021
One of the first firms in the north east to attain Chartered Financial Planner status in January 2009
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MRS Karen Barwick BA hons Chartered Financial Planner
Director
MR Coilin Dawson Dip PFS
Director
About us

Established in 2002, Laurus associates is a local firm of Chartered Financial Planners based in Jesmond, Newcastle upon Tyne

Our services

pension property purchase and employee benefit advice with particular emphasis on qualifying workplace pension schemes also known as auto enrolement.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Osborne Mews, 10 Back Osborne Terrace, Jesmond, Newcastle upon Tyne, Tyne and Wear, NE2 1NF

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