At LawlerDavis the health and safety of our staff and our clients is at the forefront of our current working practices. With that in mind our office currently remains closed and our team are working from home wherever possible. For the foreseeable future we are unable to offer face to face meetings.
However, this does not mean that we are closed for business, indeed we remain as busy as ever. As much of our business is reliant on post and paper processes we are working hard to try and automate these processes as much as possible, however we are aware that this is not possible in all cases. Working closely with you, we aim to establish your goals and the lifestyle you want to achieve.
However, this does not mean that we are closed for business, indeed we remain as busy as ever. As much of our business is reliant on post and paper processes we are working hard to try and automate these processes as much as possible, however we are aware that this is not possible in all cases. Working closely with you, we aim to establish your goals and the lifestyle you want to achieve.
Services
Working closely with you, and possibly your accountant or solicitor, we aim to understand and establish your goals and the lifestyle your want to achieve. We then ensure we review this plan at least annually so that as your needs change we can adapt your plan to meet these changes. We offer a full financial planning service to help you through all of the expected and unexpected financial situations which life creates from birth to death.
LawlerDavis offers a bespoke financial planning experience using the ethos "Personal Professional Planning". LawlerDavis Independent Financial Planners Ltd was set up by Sarah Lawler and Colin Davis, with the vision to bring back a personal service to financial planning.
Our clients have told us that they value the personal level of service we offer, together with our experience and technical knowledge, and this is central to our ethos of "Personal, Professional Planning".Every new client is offered an initial meeting, without charge or obligation with a fully qualified financial planner.
Our clients have told us that they value the personal level of service we offer, together with our experience and technical knowledge, and this is central to our ethos of "Personal, Professional Planning".Every new client is offered an initial meeting, without charge or obligation with a fully qualified financial planner.
At LawlerDavis we are always focused on the fact that it is the client's money and their aims and objectives that need to be at the forefront of any investment decisions. Sarah has over 20 years' experience in financial services.
Sarah is a Chartered Financial Planner specialising in tax mitigation, IHT planning, personal and business protection, pensions and investments, Sarah offers a personal aspect to financial planning, taking time to get to know her clients and understand their needs and objectives.Many clients have become personal friends through Sarah's business dealings.
Sarah is a Chartered Financial Planner specialising in tax mitigation, IHT planning, personal and business protection, pensions and investments, Sarah offers a personal aspect to financial planning, taking time to get to know her clients and understand their needs and objectives.Many clients have become personal friends through Sarah's business dealings.
LawlerDavis Independent Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority. Fill in your contact details and an explanation of the support you need and we will get in touch as soon as possible. Working closely with you, we aim to establish your goals and the lifestyle you want to achieve.
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