What We Do

We offer a full financial planning service using a fee based proposition.

Working closely with you, and possibly your accountant or solicitor, we aim to understand and establish your goals and the lifestyle your want to achieve. We then ensure we review this plan at least annually so that as your needs change we can adapt your plan to meet these changes.

We offer a full financial planning service to help you through all of the expected and unexpected financial situations which life creates from birth to death.

We aim to provide a long term relationship with the guidance to reach your financial goals.

As experienced Portfolio Managers we offer our clients a range of investment portfolios based on their attitude to risk, thus ensuring that they are kept up to date with market changes and remain invested in the most appropriate manner. We also work with a number of Discretionary Fund Managers to offer bespoke investments to complement our own portfolios.

Personal Pensions
Investments
Life Insurance
Inheritance Tax Planning
Final Salary Pensions

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

ABOUT US

Who are we?

LawlerDavis offers a bespoke financial planning experience using the ethos 'Personal Professional Planning'.

FIND OUT ABOUT US

GET IN TOUCH

We would love to talk

You can contact us by telephone, email, post or by completing our enquiry form.

GET IN TOUCH

TESTIMONIALS

See what some of our clients say

Just some of the testimonials we've received.

TESTIMONIALS

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.
Lois

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.
David

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.
Charlene

© 2020 LawlerDavis Independent Financial Planners Ltd. All Rights Reserved. Website by: PRG Marketing Communications LawlerDavis Independent Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority. FCA registration number 615491.

The Financial Ombudsman Service is an independent Service in the UK for settling disputes between businesses providing financial services & their customers.
Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk