Lawlerdavis Independent Financial Planners Ltd

We have almost 40 years experience in the financial services industry, 15 of which have been spent in the independent financial services arena. LawlerDavis are able to provide you with the comprehensive planning service you need drawing on our technical expertise aligned with a personal approach.
We offer a full financial planning service to help you through all of the expected and unexpected financial situations which life creates from birth to death.
• Personal Pensions
• Investments
• Life insurance
• Inheritance Tax Planning
• Tax mitigation
• Company Pensions, including NEST
• Tax free investments
• Business Planning
• Business Protection
• School Fees Planning
• Critical Illness
• Income Protection

We believe we are different because of our passion for our clients. We are committed to personal service and knowing our client, often as friends as well as on a professional level. Financial Planning can be a complex and technical subject, we are committed to helping our clients understand exactly what we are doing for them by removing jargon and providing clear and concise explanations. Our vision is to bring back personal service to the financial planning industry in a time when many smaller IFAs are being swallowed up by larger corporations