Lawrence Wealth Partners
About us
Lawrence Wealth Partners in Partnership with Söderberg & Partners Financial Planning.
IN PARTNERSHIP WITH Söderberg & Partners Financial Planning
About Söderberg & Partners Financial Planning
At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.
By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.
As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.
Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.
For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.
* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.
About us
Every meeting starts with a blank page. Your life, your plan.
At Lawrence Wealth Partners, we believe financial planning should be personal, transparent, and built around the things that matter most to you. Co-founded by Josh and Mandy, our family-run practice brings together twenty years of experience across stockbroking, banking, and wealth management with a genuine passion for helping clients take control of their financial future.
We work with individuals, families, professionals, and business owners across London and the West Midlands. Our approach is goals-based and centred on listening — every client meeting starts with a blank page, because your plan should reflect your life, not a template.
What sets us apart is the strength of our partnership. We are a close-knit team built on shared values, mutual trust, and a natural ability to bring out the best in each other — something our clients notice from the very first meeting.
In 2026, we joined Söderberg & Partners Financial Planning — a partnership that shares our client-first philosophy and gives us the technology and freedom to spend more time where it matters most: with you.
If you are looking for personal, jargon-free advice genuinely focused on your goals, we would love to hear from you.