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  11. Lawson Financial Management

Lawson Financial Management

Independent Financial Adviser  60 Bearwood Road, Wokingham, RG41 4SY
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FCA authorised
Last authorised 2nd August 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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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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
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Group private medical insurance
Meet our advisers
MR David M Lawson ACII
Principal Partner
MR Peter Sharpe
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 Basingstoke 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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    Online (Live chat, video, email)
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    Face to face

60 Bearwood Road, Wokingham, Berks, Wokingham, RG41 4SY

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