Mr Richard Lawrance

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

EFX House
1 Boycott Avenue
Milton Keynes
United Kingdom

Email: [email protected]
Telephone: 01908 209220
Practice Areas: Estate planning/administration, Insurance, Investment, Tax, Trust planning/administration
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Estate Planner / Financial Planner / Insurance Advisor / Tax Advisor / Wealth Management
STEP Qualifications:
STEP Advanced Certificate in UK Tax for International Clients, STEP Certificate for Financial Services - Trusts and Estate Planning, STEP Diploma in Tax and Estate Advising - England & Wales
Gracechurch Wealth Management LLP
STEP Beds Bucks and Herts
Beds Bucks and Herts Branch Committee
Special Interest Groups:
Business Families | International Client | Philanthropy Advisors
Richard Lawrance is an experienced and highly qualified independent financial adviser. As well as being a full member of STEP, Richard is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Richard specialises in retirement and estate planning, working closely with solicitors and accountants to provide holistic financial planning for private clients.

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