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
Three drivers of recent market volatility- LawlerDavis
Over the last few days, equity markets have experienced heightened volatility levels and a correction in prices, with a culmination of events coming to the fore. Recently, the economic data from the US has been mixed, which has challenged the hoped-for ‘soft landing’...
The US election: only short-lived volatility predicted – LawlerDavis
Preparing for a Kamala Harris vs Donald Trump contest: Matthew Cady, Investment Strategist, explains the likely impact of this year’s US presidential election on markets. The United States is gearing up for another presidential election on Tuesday, 5 November. With...
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...
Get In Touch
Get In Touch
Address
Upperton House
The Avenue
Eastbourne
East Sussex. BN21 3YB
Phone
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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