Financial Advisers
in Polegate

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.

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 small, local and independent firm we prefer to meet our clients face to face when providing advice so we can get to know our clients properly and so they can get to know us. Our business is based on long term relationships with clients, with our clients knowing who is looking after their plans and that they can contact us about any queries they have or for further planning.

We work with you to provide a level and frequency of service that meets with your expectations. We make sure you know exactly what you are getting and precisely how much it will cost.

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.