Testimonials

l would recommend them to anyone looking for financial advice

"I have been a client of LawlerDavis since they first started the business. l have been very happy with the way they have dealt with my affairs over the years.
The company and their staff are helpful, and considerate in all their dealings with me, and l would recommend them to anyone looking for financial advice.""

Lois

Thank you for all your good work on my behalf

"I would recommend LawlerDavis to anyone who is looking for an IFP as they are highly professional treating each client as an individual, listening to their needs and coming up with the right financial solution. All the work undertaken on your behalf is explained in a clear and concise manner. Thank you for all your good work on my behalf."

David

Funds chosen, suit my financial views

"Working with Sarah and Colin, gives me the confidence to know that my pension money is safe and being monitored for the maximum growth. The funds chosen suit my financial views and if there is ever anything I don't understand they always take great care to explain and make sure I feel secure."

Alison

We will always trust the firm of LawlerDavis with our lives

"John and I are more than happy with the advice and kindness we receive from Sarah, Colin and their team. All we hope is that they will be able to, in turn, help our son when it's his time to inherit.. We will always trust the firm of LawlerDavis with our lives, and feel such comfort in doing so.. Long may they prosper…"

John and Sheila

They have always paid careful attention to our requirements

"We have been with LawlerDavis since their inception and have always found their advice light on jargon, free from any partisan selling, and presented in an accessible manner in the comfort of your own home. They have always paid careful attention to our requirements and matched the products accordingly. "

Linda

The best financial advisors

"Mick and I have found the service you provide second to none and it's always a pleasure to see you and you give us first class advice and service. The best financial adviser, would definitely recommend your company."

Charlene

Seamless transition

"Our financial planners LawlerDavis, are headed by two advisers who looked after our financial needs for around 20 years when they worked for a local well-known and respected financial adviser partnership. When Colin Davis and Sarah Lawler set up LawlerDavis, we were pleased to continue our personal association with them as our financial advisers. We have been pleased with the seamless transition which has resulted in their advice providing us with an enhanced confidence and peace of mind - such a necessity in the current economic environment. "

Peter and Linda

Trust is why we have stayed

"My wife and I have been clients of LawlerDavis since the formation of the company. Truly though, our relationship with Colin Davis and Sarah Lawler goes back much further, with them having looked after our financial interests over many, many years and in Colin's case, via several companies.

Why have we stayed with them throughout? Well, planning for your retirement is something you have to entrust to people who not only appear to know what they're doing but ably demonstrate their abilities over time. Colin and Sarah have done just this over a substantial period.

But that is only half of the story. Competence is obviously essential but right up there with equal status, is trust. And trust is why we have stayed with them throughout our financial ups and downs and their own career ups and downs.

It is the people who make the company and Colin and Sarah always remember that clients are real people too, not just numbers and accounts. And that is why we wholeheartedly endorse their claim of 'personal, professional planning' - it sums up them and the ethos of their company perfectly. "

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