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, Sarah offers a personal aspect to financial planning, taking time to get to know her clients and understand their needs and objectives. Many clients have become personal friends through Sarah's business dealings.
Outside of work, Sarah has two young boys; so much of her time is taken up with football, rugby, quad biking and generally getting muddy. She is also on the committee of Westerleigh Judokwai which is an all-inclusive judo club for able and less able adults and children based in Battle. If there is any spare time left, Sarah loves to travel and her ambition is to walk the Inca Trail to Macchu Pitchu. Sarah recently completed a charity Trek along the Great Wall of China raising money for Chestnut Tree House Children's Hospice.
Colin has over 35 years' experience in finance and accounts with around half of this spent in the financial services industry. Initially working for a large national insurance company, Colin has been practicing as an independent financial adviser for over 15 years, specialising in investments, trusts, IHT planning, tax mitigation, group pensions, pensions in divorce and retirement planning. A number of Colin's clients have been with him for many years, a testament to his understanding of clients' needs and objectives.
Outside of work, Colin is married with two daughters and is a keen golfer and motor racing enthusiast. Colin is an active member of Senlac Rotary Club and is actively involved with a number of local charities.
Sue was an IT manager for a well-known national construction company and then ran her own restaurant. When she decided to sell the business to have more time for her family, she joined LawlerDavis as an Admin Assistant. Sue has proved to be an invaluable member of the team and has since taken on the role of Operations and Compliance Manager.
Outside of work Sue is married with children and grandchildren, she loves travelling, spending time with her family and friends and is also a beekeeper.
Les has over 30 years' experience in financial services. Starting off working at large national insurance companies in Brighton and Central London, Les moved over to the Independent Financial Adviser sector some years ago where he initially looked after a portfolio of corporate pension schemes. He has now specialised for some years in inheritance tax mitigation and investment planning.
Les deals with pensions and pension transfers, investments, inheritance tax planning, and personal and business protection. He has a number of clients that have been with him for many years, giving testament to the ethos of LawlerDavis of Personal Professional Planning. He is able to help clients understand the issues in a jargon-free friendly way and is an integral part of the team.
Outside of work, Les is married with a son and daughter, and is a keen swimmer and runner. When not busy Les enjoys spending time with family and friends and has recently started playing the piano.
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. Anna has worked in financial services since 1998 and provides invaluable support to clients and directors alike.
Outside of work Anna is married with one Son and the proud owner of a sports car and a Harley Davidson motorcycle.
Oliver Joined us in 2016 as an apprentice after studying A levels in Mathematics, Business and Economics at College. Having successfully completed his Level 3 Certificate in Providing Financial Services he is now working his way through his Chartered Insurance Institute Exams with a view to becoming a fully qualified Paraplanner.
Outside of work he is a regular attendee at his local quiz night, enjoys running and spending time with his friends and family including his four nephews.
Roz has a worked for a wide range of organisations from a buyer with Marks & Spencer to an administrator for a local charity. She has over 30 years of administration experience in both the commercial and voluntary sectors. Roz has worked for LawlerDavis for a number of years, during which time she has built up a good relationship with both colleagues and clients. Roz holds the Award in Financial Administration and heads up our administration team.
When not working, Roz enjoys walking over the South Downs with her dogs and also enjoys tending her bees.
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. She has completed various job roles during this time and has been a Financial Adviser, Mortgage Consultant and a Branch Manager across the South East and in London. Following redundancy from one of the large Building Societies, she joined the team at LawlerDavis bringing a huge amount of knowledge and experience with her.
Outside of work she likes rummaging in junk shops and boot fairs searching for collectables and loves her foreign holidays. She has also completed a massage course at Twickenham University and the whole team looks forward to reaping the benefits of this.
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.
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