LawlerDavis

LawlerDavis Independent Financial Planners Ltd. was founded in 2011 with the vision to bring back a personal service to financial planning.

Our clients have told us that they value the personal level of service we offer, together with our experience and technical knowledge, and this is central to our ethos of “Personal, Professional Planning”.

As a member of the Fizz’n’Bizz Reward Club, we will provide you with a full financial review without charge or obligation with a fully qualified financial planner. At this meeting, we will listen to you and discuss your financial objectives. At the end of the meeting, we will make our suggestions for the next steps towards a tailored yet realistic solution to your needs. We will also be able to give you an idea of our fees to implement the solution. There is no obligation to proceed at this stage, and no costs will have been incurred.

You will receive:
A full financial review without charge or obligation with a fully qualified financial planner.