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Financial Planners

LawlerDavis - Independent Financial Planners Ltd

Based on the South Coast with over 40 years of financial services experience we pride ourselves on our high level of personal service. We are committed to understanding our clients’ goals and the lifestyle they want to achieve.

With a high level of technical knowledge we are also passionate about ensuring clients understand exactly what we are doing for them by removing jargon and providing clear and concise explanations.  This can be especially valuable in cases where compensation has been awarded and the client may have little or no previous financial knowledge.

As affiliated members of the Society for Trust and Estate Practioners we are well placed to advise on cases involving trusts, Court of Protection Orders and Powers of Attorney.  Working closely with solicitors and accountants we ensure all aspects of a client’s financial situation are taken into consideration when providing individual recommendations.

To find out more about our personal professional planning service, or to arrange an initial meeting without charge or obligation, please contact us on 01323 746698, visit us at www.lawlerdavis.co.uk  or email info@lawlerdavis.co.uk