How we’ve helped Kris

My name is Kris. I’m a director of Inca Design, an SME graphic design marketing agency. More than 25 years ago, we were recommended to Steve Farrell at Lawrence Clarke as our personal, independent financial adviser. Steve has since retired, and we’ve been working with Susette Bowden for many years.

More than 25 years ago, we started Inca Design, doing websites, exhibitions, corporate branding, and lots of other creative challenges, and we decided to take on a financial adviser to make sure that our business and our personal lives were going to head in the right direction.

At Inca Design, we love a creative challenge, but we never hard sell; we work as an extension of our client’s team, and that’s what we like about Susette; we feel she is an extension of our Inca team from a financial point of view and indeed, even our personal side of things. We always say you don’t get a second chance to create a first impression, and that’s certainly how Susette is for us.

Lawrence Clarke – Susette now, and Steve Farrell from 25 years ago – have given both my family and our business, Inca Design, a solid financial future. It makes me feel reassured to have Lawrence Clarke by our side with their expert advice and expertise over the years; they know how to manage all the money better than I do.

We feel quite reassured with the consistency of the money management, particularly in uncertain times. It’s nice to know that Susette and her team at Lawrence Clarke are in the background, looking after us. It’s not just Susette’s professional advice; it’s her personal touch and how you feel very connected with her. She helps us feel very reassured for our financial future, both our business and personally.

The three words I’d use to describe Lawrence Clarke would be friendly, professional, and expert.

If I had to pick one thing that’s the best thing about working with Lawrence Clarke, it would be the friendly approach. It really is quite reassuring to those of us who don’t understand the financial markets as much as these experts do.

It’s really great that if we have a question of any sort, no matter how big or small, or silly or serious, Susette is always available and always makes time to find out the answers and get back to us.

I have absolutely no hesitation in recommending Susette at Lawrence Clarke. The friendly and professional advice is second to none, and we value our long-term relationship. We’ve been with Lawrence Clarke for more than 25 years, and I would happily recommend them to friends, family, work colleagues, anyone really.