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'.
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You can contact us by telephone, email, post or by completing our enquiry form.
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 has over 35 years’ experience in finance and accounts with around half of this spent in the financial services industry.
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…
Roz has a worked for a wide range of organisations from a buyer with Marks & Spencer to an administrator for a local charity.
Les has over 30 years’ experience in financial services. Les started off working at large national insurance companies in Brighton and Central London.
Sue was the IT manager for a well-known national construction company and then ran her own restaurant.
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.