Working closely with you, we aim to establish your goals and the lifestyle you want to achieve.
LawlerDavis offers a bespoke financial planning experience using the ethos 'Personal Professional Planning'.
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You can contact us by telephone, email, post or by completing our enquiry form.
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.
Sue was an IT manager for a well-known national construction company and then ran her own restaurant.
Les has over 30 years' experience in financial services. Starting off working at large national insurance companies in Brighton and Central London.
Anna is a Chartered Practitioner and holds all the qualifications required to be an Independent Financial Planner but chooses to work more behind the scenes, carrying out research and technical analysis.
Oliver joined us in 2016 as an apprentice after studying A levels in Mathematics, Business and Economics at college. Having initially completed his Level 3 Certificate in Providing Financial Services, he has since obtained his Diploma in Financial Planning. Oliver is now continuing to work his way through his Chartered Insurance Institute exams with a goal of achieving chartered status. Oliver aims to become a Financial Advisor with LawlerDavis and is starting to accompany advisers on meetings. Outside of work he is a member of local football and cricket teams. He enjoys cooking, playing board games with friends as well as spending time with his family including his four nephews and two nieces.
Tania started worked in the banking industry in 1985 straight from leaving school. She has worked for various high street banks and building societies during this time and she has her CeFA and CeMAP qualification.
Colin has over 35 years' experience in finance and accounts with around half of this spent in the financial services industry.