1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Berkshire
  8. breadcrumb-arrow
  9. Barkham
  10. breadcrumb-arrow
  11. Lawson Financial Management

Lawson Financial Management

Independent Financial Adviser  60 Bearwood Road, Wokingham, RG41 4SY
check
FCA authorised
Last authorised 29th November 2021
Free initial consultation offered for 45 minutes..All issues will be presented in a clear and concise fashion.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Critical illness
check
Life insurance
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group life insurance
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

The Private Office
Independent Financial Adviser 0.14 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Flying Colours
Independent Financial Adviser 0.87 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
Flying Colours
Independent Financial Adviser 1.12 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
SM & Associates Limited Chartered Financial Advice
Independent Financial Adviser 1.64 mi
Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust.
 
See profile