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.
Contact us to find out more about our full range of services listed below.
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.
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