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 – January 2026
Market headlines Global equities began 2026 on a firm footing US markets extended late‑2025 momentum with broader participation across small‑ and mid‑cap names.However, geopolitical tensions and volatility in technology kept overall risk appetite uneven. Ex-US markets...
The Monthly Edit – December 25
Market headlines Global equities end the year on a strong note Despite some late-December volatility, global equities posted nearly +20%for the third consecutive year. Returns broadened across regions and sectors. European markets gained over 20%, UK large-caps and...
2026 Investment Outlook
Reflecting on 2025: From record highs to rising risks 2025 has been a remarkably resilient year for global equities with a number of indices reaching record highs, supported by resilient economic growth, strong earnings reports and lower-than-expected tariff impacts....