Reviews and Ratings for Financial adviser Lauren Gifford, Swindon

Lauren Gifford

Financial Planner

SPS FCA Register Qualifications

Qualifications

  • CeMAP (Certificate in Mortgage Advice and Practice)

    The industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.

  • CeRER (Certificate in Regulated Equity Release)

    This qualification develops an extensive understanding of the environment, products available and the circumstances where equity release is an appropriate solution for the customer.

  • Fundamentals of Equity Release

    This qualification develops an extensive understanding of the equity release market and the regulations associated with the different types of schemes available. With this knowledge individuals can understand different customers and match the right scheme to their personal requirements and look at their future options.

  • Equity Release Solutions

    With this qualification, individuals can apply suitable equity release solutions for the different circumstances of their clients. They have gained an understanding of different equity release products, their features and how suitable they are for clients. This allows them to provide a holistic assessment of their clients' equity release needs.

  • Assessment of Mortgage Advice Knowledge

    The covers identifying and analysing clients’ needs and circumstances based on all that has been learnt in the previous modules to make suitable recommendations in the mortgage advice process.

  • Introduction to the Financial Services Environment and Products

    This provides a background to the environment of the financial services industry, an introduction to the main financial services products and the interplay between regulation and legislation.

  • AFA (Advanced Financial Advice)

    The unit introduces knowledge and understanding of financial institutions to enable individuals to identify the different types of services they provide.

  • FSRE (Financial Services, Regulation and Ethics)

    This qualification delivers a comprehensive introduction to the UK financial services and focuses on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice.

The professional side of things

Before becoming a financial planner, Lauren worked in various roles, including a PA and paraplanner. She helps people who are planning for retirement and couples going through divorce who need help with their financial and lifestyle planning needs.

Away from the office

Lauren enjoys spending time with her two girls, and going out for meals with her partner and dogs. Additionally, Lauren enjoys developing her spiritual side through yoga, swimming, a prosecco now and again and going on the back of her partner’s motorbike when the weather is nice.

What are the three things that you love the most about your job?

  • Meeting clients and helping them achieve their life goals
  • Demystifying financial jargon for clients
  • Working with our team.

What has been your career highlight so far?

Moving from being a paraplanner to a financial planner.

Where is your favourite holiday destination?

Spain.

What is your favourite song to play in the car?

‘Welcome to the Jungle’ by Guns N’ Roses (as long as it’s loud).

If you could turn any activity into an Olympic sport, what would you win a gold medal in?

Shopping.

Our team that makes it all happen

Our talented team

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    Copyright 2025 Butler Toll Financial Planners

    Butler Toll Ltd trading as Butler Toll Financial Planners is authorised and regulated by the Financial Conduct Authority. Butler Toll Limited is entered on the FCA register (www.FCA.org.uk) under no. 442229. Registered office: Regus House, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR. Registered in England and Wales. Company number: 05460739.

    The Financial Conduct Authority does not regulate tax planning, estate planning, cash flow planning, wills or trusts.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

    Consumer Duty Alliance

    The Consumer Duty Alliance, launched 9 March 2023, is an independent, ‘not-for-profit’ professional body. It aims to support the personal finance sector in the adoption and implementation of the FCA’s Consumer Duty requirements through the alliance of like-minded individuals and firms.

    Financial Vulnerability Charter

    The Financial Vulnerability Taskforce created this Charter in 2021 and it has over 1,000 firms. It focuses specifically on vulnerability and forms a key part of the Consumer Duty Alliance Code of Professional Standards.
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