Lawrie Tawse FPFS 
Commercial Director
Chartered Financial Planner

About Lawrie

After a brief chapter in the Royal Navy, Lawrie entered the financial services profession in 2007, gaining qualifications as both a Stockbroker and an Independent Financial Adviser with the UK arm of a leading US wealth manager. He achieved Chartered Financial Planner status and became a Fellow of the Personal Finance Society in 2012.

He went on to hold senior leadership roles, including heading the development of a national centralised advice and paraplanning function during a period of significant regulatory change. He later joined a regional financial planning firm, providing strategic direction across operations, governance, and risk management.

In 2016, Lawrie founded Cherry May Financial Planning Ltd, growing the business through organic development and acquisition to more than £40m AUM within five years. The firm was acquired by a national wealth manager in 2021, where he continued to support clients until his exit in 2023.

Afterward, Lawrie provided strategic consultancy to financial advisory firms, advising on operational improvement, M&A activity, and regulatory transformation.

In 2026, he joined ClearView Wealth as Commercial Director and part owner, returning to client advice while helping drive the firm’s next phase of growth through both acquisition and organic expansion.

Lawrie is an active volunteer with REACT Disaster Response, deploying internationally, including to Morocco following the 2023 Atlas Mountains earthquake. He lives in West Devon with his wife and two children and enjoys sailing, extensive travel, cooking and walking on Dartmoor.