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'.FIND OUT ABOUT US
You can contact us by telephone, email, post or by completing our enquiry form.
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.
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