Here at LawlerDavis, we pride ourselves on providing a bespoke financial planning experience that puts you, the client, at the forefront of every decision. Our ethos, "Personal, Professional Planning", is more than just a mantra - it's a promise to deliver tailored advice that meets your unique needs and goals.
Our Story
LawlerDavis Independent Financial Planners Ltd was founded in 2011 with a clear vision: to bring back a personal touch to financial planning. We believe that financial planning should be about more than just numbers and portfolios - it's about understanding your lifestyle, your aims, and your objectives. Our team of experienced and qualified financial planners take the time to listen to you, understand your requirements, and provide guidance that is both personal and professional.
Our Services
At LawlerDavis, we offer a comprehensive range of financial planning services designed to help you achieve your goals. From investments and pensions to retirement planning, personal and business protection, inheritance tax planning, and more, we have the expertise and knowledge to guide you every step of the way. Our goal is to provide you with a tailored solution that meets your unique needs, and our initial meeting with a fully qualified financial planner is always free of charge and without obligation.
Meet the Team
Our team is led by Sarah, who has built a reputation for providing exceptional service and guidance to her clients. Alongside her, our team of financial planners are dedicated to delivering the highest level of expertise and professionalism, always putting your needs at the forefront of every decision. Don't just take our word for it - our clients have praised our service, saying that we are "incredibly knowledgeable, approachable, and offer a superb service".
What We Can Do For You
At LawlerDavis, we can help you with a wide range of financial planning services, including:
- Investments
- Pensions
- Retirement planning
- Personal and business protection
- Inheritance tax planning
- Tax mitigation
- Property
- SIPPs
- Trusts, Power of Attorney, and Court of Protection
Overview of the Reviews
All five reviews praise the exceptional service provided by Sarah and her team at LawlerDavis. The clients appreciate the team's knowledge, friendly approach, and their ability to make them feel comfortable in their decision-making process. The team is highly recommended for their effective, trustworthy, and supportive service.
Positive Comments
Sarah and her team are described as knowledgeable, approachable, and trustworthy. They provide a superb service that is friendly and supportive, making clients feel confident in their decision-making process. The team's ability to listen to clients' needs and give appropriate advice is highly appreciated.
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