The Personal approach to Financial Planning

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 Lawler


Sarah has over 20 years’ experience in financial services. She specialises in tax mitigation, IHT planning, personal and business protection, pensions and investments.

Colin Davis


Colin has over 35 years’ experience in finance and accounts with around half of this spent in the financial services industry.

Anna Barr

Senior Paraplanner

Anna holds all the qualifications required to be an independent financial planner but chooses to work more behind the scenes carrying out research and technical…

Roz Whittaker

Administration Manager

Roz has worked for a wide range of organisations from a buyer with Marks & Spencer to an administrator for a local charity.

Les Marriott

Financial Planner

Les has over 30 years’ experience in financial services. Les started off working at large national insurance companies in Brighton and Central London.

Sue Collingwood


Sue was the IT manager for a well-known national construction company and then ran her own restaurant before she joined us as administrator.

What we do

  • Personal Pensions
  • Investments
  • Life Insurance
  • Inheritance Tax Planning
  • Auto Enrolment
  • Tax Mitigation
  • Company Pensions
  • Tax Free Investments
  • Business Planning
  • Sipps and SSASs
  • Business Protection
  • School Fees Planning
  • Critcal Illness
  • Income Protection
  • Court of Protection Investments