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


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.

Colin Davis


Colin has over 35 years' experience in finance and accounts with around half of this spent in the financial services industry.

Sue Collingwood

Operations and Compliance Manager

Sue was an IT manager for a well-known national construction company and then ran her own restaurant.

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.

Anna Barr

Senior Paraplanner

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 Brett


Oliver Joined us in 2016 as an apprentice after studying A levels in Mathematics, Business and Economics at College.

Tania Ringshall


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.

What we do

  • 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