Honest Independent Financial Planning Advice

At LawlerDavis in Eastbourne, we appreciate that creating a financial plan can be difficult and that is why we give honest financial advice that is tailored to meet your lifestyle and circumstances.

Working closely with you, our independent financial planners will listen to your objectives, help you choose the right financial plan and then assist you in putting that plan into action.  We then work with you on an ongoing basis to review this plan and adapt it as your needs change.

Financial Solutions

With over forty years experience in financial planning, not only will we find the best solutions to suit your needs but we will also carry out a review at least annually to ensure they still meets your requirements.

We can help with:

• Pensions and Investments (including company pensions)
• Retirement options
• Inheritance Tax Planning
• Setting up or reviewing of Trusts
• Business Planning and Protection
• Life Insurance and Critical Illness Insurance
• Tax Free Investments
• School Fees Planning
• Income Protection
• and more!

Appreciating that everyone's objectives are unique, we build and maintain good relationships with our clients and only provide financial advice that is in your interest.

Call us today and you will enjoy independent advice covering the whole of the market,  value for money and a high quality service.

Retirement Planning

Have you considered what you will do when you retire?  Do you want to manage on the basic state pension only? Do you have a pension already but no idea if it will provide a suitable income at retirement?  At LawlerDavis, we can help you to start planning your retirement now rather than leaving it to chance. 

Once you reach retirement there can be options and choices you may not have considered.  Annuity rates are at an all time low so it pays to take independent advice to make sure you are getting the best income possible.  At LawlerDavis we explore all avenues from annuities to flexible, capped and phased drawdown so you can be certain when it comes to your retirement you are in good hands.

Call our team to arrange a consultation and we will help you make sure your retirement is the financially secure one you dream of. 

Make the Most of your Money

LawlerDavis can also help you make the most of the money you have now. By guiding you through the variety of investment solutions available, we will make sure investing your money is a simple and straightforward process.  Running our own portfolios means you can be confident that we are constantly reviewing the markets and ensuring your money is invested in the right places for you.

No Obligation Consultation

Call us on 01323 746698, we are more than happy to give you a FREE initial consultation to see if we can help you.  This also gives us the chance to inform you of all of our financial services as well as our affordable fees.

Regain control of your financial future by giving LawlerDavis Independent Financial Planners in Eastbourne a call today.

LawlerDavis independent financial planners ltd is authorised and regulated by the financial conduct authority FCA reference 615491. 

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