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.

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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.

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.

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Sarah and the team are incredibly knowledgeable, approachable and offer a superb service. Their friendly and honest approach fills you with confidence that you’re in safe hands. I can’t recommend them enough.

Simon

Sarah and her team have provided me with a really great service over many years, in both planning for and then managing my retirement finances. The service has been very effective, friendly, supportive and totally trustworthy. I recommend this company very highly.

Alison

I have been looked after by Sarah and her team for many years. They all go above and beyond and always make you feel comfortable in your decision-making process.

Christopher

Articles

What’s to follow on from a Labour victory?

What’s to follow on from a Labour victory?

The results are in. Following a convincing Labour win, the UK has voted for a change in government, electing Sir Keir Starmer as the new UK Prime Minister. Despite the seismic political earthquake, financial markets barely registered a tremor. Indeed, in the weeks...

2024 – Reasons to be cheerful

2024 – Reasons to be cheerful

The fourth quarter of 2023 saw strong performance for both equities and bonds. Despite continuing conflict in the Middle East, the oil price spike proved temporary. Falls in inflation in the US, UK and Eurozone allowed Central Banks to leave interest rates unchanged...

Get In Touch

Get In Touch

Address

Upperton House
The Avenue
Eastbourne
East Sussex. BN21 3YB

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LawlerDavis Independent Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority. FCA registration number 615491.

The Financial Ombudsman Service is an independent Service in the UK for settling disputes between businesses providing financial services & their customers.
Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk