Personal Professional Planning
Financial Planning can be a complex and technical subject – LawlerDavis are committed to helping our clients understand exactly what we are doing for them by providing clear and concise explanations.
LawlerDavis Independent Financial Planners Ltd was formed by Sarah Lawler and Colin Davis, both Diploma qualified independent financial planners, following redundancy from a corporate financial planning firm. Both Sarah and Colin are qualified to meet the proposed changes which come into effect at the end of 2012 and are also studying towards Chartered status.
Our vision is to bring back personal service to the financial planning industry in a time when many smaller IFAs are being swallowed up by larger corporations.
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".
We believe we are different because of our passion for our clients. We are committed to personal service and knowing our client, often as friends as well as on a professional level. Financial Planning can be a complex and technical subject, we are committed to helping our clients understand exactly what we are doing for them by removing jargon and providing clear and concise explanations.Every new client is offered an initial meeting, without charge, with one of our Directors. At this meeting we will listen to you and discuss your financial objectives and explain our fees and services.