Lawson Financial Management

Independent Financial Adviser  5 Chequers Road, Basingstoke, RG21 7PU
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FCA authorised
Last authorised 20th September 2021
Free initial consultation offered for 45 minutes.. All issues will be presented in a clear and concise fashion.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Meet our advisers
MR Peter Sharpe
MR David Lawson ACII
Principal Partner
About us

Our client base is varied comprising many in retirement as well as small companies, partnerships, sole traders, individual employees.

David M Lawson B.Sc, ACII is the Principal Partner and a Chartered Insurance Practitioner with 30 years experience in the Financial Services industry. We also have a Wokingham office.

Please contact David : <email address hidden>

Our services

The majority of our work is related to Retirement Planning and portfolio investment to provide income and/or capital growth.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

5 Chequers Road, Basingstoke, Hants, Basingstoke, RG21 7PU

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