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Lawson Financial Management We offer a free consultation so we can get to know you, your circumstances and your goals. Lawson Financial Management are Independent Financial Advisers and Planners, with over 30 years industry experience. We are a family business which was set-up in order to provide local independent financial advice to individuals and small businesses. We promote a positive culture and we want to surround ourselves within that environment. This is embedded throughout the firm, within our mindsets, in which emits within our daily behaviour.
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The business has developed but our principles and culture remain the same - Passionate about Personal Wealth Management in order to achieve Financial Wellbeing by providing unbiased Advice and recommendations. We are a family business, who is small enough to care but experienced to be able to provide you a professional, yet friendly, service.
Services
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At Lawson Financial Management we are committed to investing in building long-term relationships, in order to enhance your financial life journey. We do that by discussing fully both your current situation and your aspirations. Only then will you be able to make informed decisions, about which Protection Plans, Pensions & Investments are best suited for you.
Initial Consultation
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Lawson Financial Management offer a free 45 minute no obligation consultation. This is to allow us to get to know each other and understand your current circumstances and what you are aiming to achieve now in order to reach your goals in the future. This initial meeting will help us give you some information for you to decide if you wish to make a further appointment for a more in depth discussion where we will give you recommendations and advice that is personal to you and your circumstances.We are very conscious to communicate without the jargon, so you can leave feeling confident that you have understood everything discussed during your consultation.
Financial Planning
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This is at the heart of what we do. We establish all of your circumstances, your attitude & appetite to risk along with your ability to accept any loss. We explore your goals you wish to achieve and then take a holistic approach to allow us to give you our best possible recommendations and advice, perhaps even on aspects of your financial journey that you haven't considered before or even thought was a possibility. We can lay out the road ahead take into consideration anything that make us steer course but that is why it is a plan.
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