Testimonials
“I new that I needed help in many areas as my knowledge base isn’t that of a professional financial advisor even though I haddabbled myself in markets. After shopping around and interviewing various potential financial advisors, Lawrence just stood out from the crowd by a mile. It was actually quite an easy decision based on his experience and background. No one came remotely close to his degree of knowledge which quickly became apparent and he has not dissapointed me in the years that have followed. I ask a question and I get an immediate response and all of my investments have performed markedly better than I hoped for. Thank you Lawrence for your continued service.”
Peter Fellon
CEO
“Lawrence is an understanding financial adviser who helps you see what you are lacking in your financial portfolio. For me, this was important as I have five children from two different families, and Lawrence has helped me ensure that I can provide and care for the needs of my family financially. He analysed my income and expenditure, and advised me on how I could generate additional income, while planning for my family’s security in the long-term.
He emphasizes a lot on personal coverage and protection, and told me that the existing life insurance coverage I had was too weak. I definitely appreciate his help and advice.”
Tim Stevens
IT Manager
We moved our investment portfolio to Lawrence a little over a year ago. In this time we have experienced the difference it makes having a professional consider all of the aspects of estate planning – our portfolio, wills, testamentary trusts, and retirement planning. Lawrence and his team are very thorough. Moving your portfolio is a daunting decision, we are extremely pleased we did. On a personal note we take great comfort knowing that if something were to happen to either of us, our family would have complete confidence in Lawrence’s ability. He is not only concerned with managing our portfolio, Lawrence has proven to be genuinely concerned with our family.
Michael & Denise Marcott
Business Owners
“We have known Lawrence Young since 2012. Over time he has expanded his credentials making his advice more and more valuable. Recently Lawrence has spent much time directing us in our Estate Planning. We feel fortunate to have him manage our portfolio to the degree in which we have a very comfortable plan that works well for us. His team are very friendly and helpful, making us welcome with each visit – thank you also Laura, admin. We have recommended Lawrence to both family and friends. Thanks Lawrence.”
Mr & Mrs Roger & Cecile Jasper
Owners retail outlets
“It’s quite a transition going from actively controlling your own bottom line, to trusting someone else to be part of that equation. We feel so fortunate to have Lawrence help us manage our portfolio since we retired. We knew a little bit about investing, but not enough to feel confident, and placing our trust in this team was a great decision. We feel fortunate to have found someone so experienced and well accredited. Investing with Lawrence and Holborn gives us more options and a quicker response to the markets. Our relationship is based on a mutual respect, and of course, a common goal to safely earn as much benefit as we can, while still be mindful of our obligations; taxes, charitable giving, and one day, hopefully, leaving behind a healthy estate. Lawrence keeps us up to speed, not just on our investments, he also has invited us to hear industry leaders speak, provided us with information on estate planning, and didn’t hesitate to meet and work with our accountant. They want you to be 100% satisfied with your investment experience, and as clients, we feel they are doing their very best to make that happen.”
J & L Huvenaars
Retired
“Lawrence and his team are the epitome of professionalism, honesty and integrity. We have never felt so appreciated and comfortable with anyone else. We know that our portfolio is being monitored closely, giving us a great level of confidence in our investments than we have ever experienced in the past. We would highly recommend Lawrence Young and his team”
Mr S & Mrs D bracknell
Restauranteurs
“Lawrence Young has been our financial advisor for many years. We have found him to be very passionate about what he does. This means that he always makes sure his financial performance is top notch. As his clients, Lawrence clearly has our best interests at heart and inspires our confidence in his abilities. He is very personable and interested in our personal lives, including our family. We would not hesitate to recommend Lawrence Young to anyone who is seeking an excellent financial advisor.”
Rebecca .S. Marsh
Entrepreneur
“I am so glad I met Lawrence. I genuinely feel that my future is a lot brighter financially because of him.”
Tom & Anne Schiller
COO & Exec Dynasty Travel
“Lawrence is a very good financial planner and one of the best in the industry. His breadth of knowledge is top notch and he knows how to advise his clients in various areas, including offshore savings and investments, which only a minority of financial planners know. Some of the knowledge that he shares is rather obscure that I may not have heard before but has saved and will be saving me a lot of money, besides making me wealthier through various investment vehicles, in the long run.”
Mr Lee Atkinson
Business Owner
Clients I've Helped
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Request A Meeting, Phone Call Or Zoom Meeting
In this ever-changing world I am flexible on how we initiate a conversation. If you aren’t quite ready to meet and have a coffee, not a problem. We can discuss by phone, zoom or just by email to understand your query and face to face can always come later.