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Laura McLean
Laura McLean
About
Laura is a Senior Financial Adviser at The Private Office located in London and covers areas such as Stratford upon Avon, Canterbury and Cheltenham. As a Chartered Financial Planner, she provides tailored, independent financial advice across a variety of areas including pensions and retirement planning, investment management, and protection. All advice areas are underpinned by an holistic financial plan built using cash flow modelling. Laura believes this forms the core of any client relationship, subsequent advice, and ongoing review, and is key to ensuring clients’ positions are fully understood before determining suitable solutions.
For Laura, seeing the difference that sound, independent financial advice can make to clients’ lifestyles and futures, is what drives her. Solving problems clients present her with, and working with them as they progress through their financial plans and achieve their aspirations, is very important to her. She provides support to a wide range of clients, including some of our Family Office clients where she helps to manage the financial affairs of wealthy individuals and their families.
Laura started her career in financial services in 2014 after studying Mathematics with French at the University of Manchester. She spent several years in a technical role before moving back home to London and joining TPO in September 2018, where she has worked in both technical and client-facing roles.
Laura is a Chartered Financial Planner and is notably a Fellow of the Personal Finance Society. She has lent her expertise to publications such as the Daily Mail, Guardian and The Telegraph by providing commentary for articles.
When she is not advising clients, Laura can be found cycling and playing netball. She is a keen sports fan and participant, playing netball in her local social league.
Areas Of Expertise
- Pensions planning
- Retirement planning
- Investment management
- Cash flow modelling
Qualifications
- Fellow of the Personal Finance Society
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Financial Services
- Certificate in Pension Transfer Advice
- Certificate in Life and Pensions
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Laura works from our office in central London and has clients in areas including:
Laura McLean locations
Laura McLean map
- Uxbridge
- Farnham
- Fleet
- Wellingborough
- Guildford
- Bath
- Winchester
- Sutton Coldfield
- Evesham
- Stratford upon Avon
- Canterbury
- Southampton
At a glance
- Fellow of the Personal Finance Society
- Over ten years experience in financial services
- Published contributor in publications including The Telegraph, Daily Mail and Guardian
As featured in
This initial meeting with Laura and her colleague was friendly and relaxed. Everything was explained clearly - what type of advice was available and how much it would cost. I felt under no pressure to proceed.
March 2024
Laura has given a clear picture on many things and has given us the time to explain reasons why and behind decisions being proposed to us and where to invest money and how - we feel comfortable with all of Laura advice and trust her, which when investing money is a very important part of the journey.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Laura's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Laura is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Nominated for Financial Adviser of the Year - London at the Professional Adviser Women in Financial Advice Awards 2024
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.