Meet the Team

 

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

Director

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.

Outside of work, Sarah has two young boys; so much of her time is taken up with football, rugby, quad biking and generally getting muddy. She is also on the committee of Westerleigh Judokwai which is an all-inclusive judo club for able and less able adults and children based in Battle. If there is any spare time left, Sarah loves to travel and her ambition is to walk the Inca Trail to Macchu Pitchu. Sarah recently completed a charity Trek along the Great Wall of China raising money for Chestnut Tree House Children's Hospice.

Colin Davis

Director

Colin has over 35 years’ experience in finance and accounts with around half of this spent in the financial services industry. Initially working for a large national insurance company, Colin has been practicing as an independent financial adviser for over 15 years, specialising in investments, trusts, IHT planning, tax mitigation, group pensions, pensions in divorce and retirement planning. A number of Colin's clients have been with him for many years, a testament to his understanding of clients' needs and objectives.

Outside of work, Colin is married with two daughters and is a keen golfer and motor racing enthusiast. Colin is an active member of Senlac Rotary Club and is actively involved with a number of local charities.

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 analysis. Anna has worked in financial services since 1998 and provides invaluable support to clients and directors alike.

Outside of work Anna is the proud owner of a red sports car and a Harley Davidson motorcycle. She is married with one son and the whole family enjoy spending time together with their dog.

Roz Whittaker

Senior Administrator

Roz has a worked for a wide range of organisations from a buyer with Marks & Spencer to an administrator for a local charity. She has over 30 years of administration experience in both the commercial and voluntary sectors. Roz has worked for LawlerDavis for a number of years, during which time she has built up a good relationship with both colleagues and clients. Roz holds the Award in Financial Administration and heads up our administration team.

With three teenagers Roz spends any spare time either involved with or watching hockey at Eastbourne Hockey Club, walking her dogs on the South Downs or tending her bees.

Les Marriott

Financial Planner

Les has over 30 years’ experience in financial services. Starting off working at large national insurance companies in Brighton and Central London, Les moved over to the Independent Financial Adviser sector some years ago where he initially looked after a portfolio of corporate pension schemes. He has now specialised for some years in inheritance tax mitigation and investment planning.

Les deals with pensions and pension transfers, investments, inheritance tax planning, and personal and business protection. He has a number of clients that have been with him for many years, giving testament to the ethos of LawlerDavis of Personal Professional Planning. He is able to help clients understand the issues in a jargon-free friendly way and is an integral part of the team.

Outside of work, Les is married with a son and daughter, and is a keen swimmer and cyclist. When not busy Les enjoys spending time with family and friends.

Sue Collingwood

Operations and Compliance Manager (Secondment)

Sue was the IT manager for a well-known national construction company and then ran her own restaurant. When she decided to sell the business to have more time for her family, she approached LawlerDavis and joined us for six weeks as an administrator. During that time Sue has proved to be an invaluable member of the team and has recently taken on the role of Operations and Compliance Manger.

Outside of work, Sue loves spending time with her six grandchildren and travelling around the globe when she has the chance.