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Lauren Whitters

Financial Planner

Lauren Whitters

Dundee Office,
T: 07825 934559
E: Lauren.Whitters@jcwealth.co.uk
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Lauren is a financial planner based in our Dundee office. She joined our Wealth team in 2024 and has been in the financial sector since 2014. 

Lauren provides advice and financial planning solutions to individuals across all areas of financial planning, working closely with them over the long term to build and maintain a bespoke financial plan designed to enable them to live the life they want to lead with confidence.  

Specialisms

  • Savings and investments
  • Inheritance tax mitigation and estate planning
  • Pre and post retirement planning
  • Review of existing financial planning arrangements

Expertise

Qualifications

  • LLB
  • DipPFS
  • ACSI

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