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We specialise in helping people make work optional. Carefully planning their retirement so they can confidently enjoy the next phase of their life, secure in the knowledge that their financial future is in safe hands. We also work with many people who are already retired. Again, giving them confidence about their financial future with an eye on reducing Inheritance Tax and increasing the amount they leave behind to future generations.
As a Chartered Financial Planner with many years of experience, I will help you with every aspect of your wealth management and financial planning. I provide unbiased financial advice across all areas of your financial position, delivering qualified guidance, and clear strategies that are right for you and your family.
By helping you to understand your finances and how they fit into your life we can ensure that you money is working for you — whether that is maximising your annuity income, diversifying your investment portfolio or mitigating inheritance tax.
We’re a team that work together to provider great outcomes for our clients. We’ll always be fair and straightforward with you. This might be the first time you’ve dealt with a business like ours and we’re mindful of that so we take you through things at your own pace.
LawlerDavis Independent Financial Planners Ltd was set up by Sarah Lawler and Colin Davis, with the vision to bring back a personal service to financial planning.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
Unleash provides specialist advice for people looking to get more from their retirement with equity release. Our team takes a holistic approach to retirement planning to give customers a fair, unbiased and efficient way of raising the money you need.
