Personal Professional 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.
What we do
Full financial planning services.
Working closely with you, we aim to establish your goals and the lifestyle you want to achieve.
About us
Who are we?
LawlerDavis offers a bespoke financial planning experience using the ethos ‘Personal Professional Planning’.
Contact us
We would love to talk.
You can contact us by telephone, email, post or by completing our enquiry form. Visit our contact page.
What we can do for you
About Us
LawlerDavis Independent Financial Planners Ltd was founded in 2011 with the vision to bring back a personal service to financial planning.
Our clients have told us that they value the personal level of service we offer, together with our experience and technical knowledge, and this is central to our ethos of “Personal, Professional Planning”.
Every new client is offered an initial meeting, without charge or obligation with a fully qualified financial planner. At this meeting we will listen to you and discuss your financial objectives. At the end of the meeting we will make our suggestions for the next steps towards a tailored, yet realistic solution to your needs. We will also be able to give you an idea of our fees to implement the solution. There is no obligation to proceed at this stage, and no costs will have been incurred.
Articles
The Monthly Edit – September 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Another positive month for equities Global equity markets reached all-time highs as investors gained confidence from...
The Monthly Edit – August 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equity markets reach all-time highs - US equities were boosted by a strong Q2 earnings season, with more than 80% of...
The Monthly Edit – July 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities notch up fresh record US dollar highs in July. The MSCI All Country World Index in US dollar terms notched...