Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
Description
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: high-earning lawyers - book a meeting here
- Why Westminster Wealth gave him the freedom to build his business his way
Lawrence’s story is packed with actionable insight for both aspiring advisers and experienced professionals ready to take control of their financial planning careers.
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