Tel:
01397 700376
Email:
johntreasurer@btinternet.com
About Us
TREASURER WEALTH MANAGEMENT LLP
Treasurer Wealth Management LLP is a firm of Independent Financial Planners specialising in Wealth Management, Pension and Protection planning.
Established in 2006 and based in Fort William, Treasurer Wealth Management is a fully independent firm which allows our clients the freedom to access the entire marketplace. Our financial planning services are tailored specifically to our clients personal financial goals and requirements.
John Lawson Treasurer Dip PFS
Independent Financial Planner
Partner
John has over 30 years experience in the financial services.
He started his career with the CIS in the Highland office based in Inverness where he worked his way into senior management. Following the CIS, John became an area manager with Pearl Assurance based in Fort William until he later became an Independent Financial Adviser with Inter Alliance in 2003.
In 2005, John was asked to join Brian Steeples in the The Turris Partnership Ltd. Brian was the first president of the Personal Finance Society and in 2009 went on to receive the prestigious award of “UK Chartered Financial Planner of the Year”. Brian provided John with the knowledge and support to allow him to establish his own company, Treasurer Wealth Management LLP in 2006. The experience and working principles adopted from Brian Steeples has undoubtedly shaped the structure that Treasurer Wealth Management is today.
John Lawrence Treasurer Dip PFS
Independent Financial
Planner
Partner
John has over 7 years experience in the financial services.
John Lawrence Treasurer joined the Treasurer Wealth Management team in 2017. John previously worked as a Police Officer for 3 years serving in Aviemore and Glencoe prior to joining the financial services industry.
John completed his Diploma in Regulated Financial Planning in 2019 and is now a fully qualified Independent Financial Planner. He is currently undertaking further studies on the long process of achieving Chartered Financial Status.
Elizabeth Treasurer
Company Secretary
Partner
Elizabeth Treasurer is a partner in Treasurer Wealth Management and has been since its establishment in 2006. Elizabeth currently performs the role of Company Secretary.