EPISODE · Jul 15, 2025 · 48 MIN
Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
from Financial Planner Life Podcast · host Sam Oakes
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 AUMHow he tripled his assets in 12 months without cold calls or networking eventsThe £10K personal investment he made to become a better communicatorHis laser-focused niche: high-earning lawyers - book a meeting here Why Westminster Wealth gave him the freedom to build his business his wayLawrence’s story is packed with actionable insight for both aspiring advisers and experienced professionals ready to take control of their financial planning careers.https://linktr.ee/wwmrecruitmentFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.
What this episode covers
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 AUMHow he tripled his assets in 12 months without cold calls or networking...
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Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
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