Business Details
15 Years
experience
Your Trusted Financial Advisers in Eastbourne
Established in 2011, Lawlerdavis Independent Financial Planners Independent Financial Planners Ltd was founded on the principle of restoring a personal touch to financial planning. Our approach, encapsulated in our ethos of 'Personal Professional Planning', prioritises clients' financial goals and lifestyle aspirations. With over three decades of combined experience, our team of Chartered Financial Planners and qualified professionals delivers tailored solutions across investments, pensions, retirement strategies, and tax mitigation. We offer an initial, no-obligation consultation to understand individual needs, followed by transparent fee structures and ongoing annual reviews to adapt to evolving circumstances.Our expertise extends to complex areas such as trust administration, business protection, and responsible investment portfolios, supported by strong relationships with local accountants and solicitors. Recognised for our client-centric service, we combine technical knowledge with a commitment to clarity, ensuring clients feel confident in their financial decisions.
Services
Financial Planning
Investment Advice
Pension Management
Retirement Strategies
Inheritance Tax Planning
Business Protection
Trust Administration
Tax Mitigation
SIPP Solutions
Cashflow Modelling
Details
- Year established: 2011
Highlights and features
- We offer a no-obligation initial consultation with a fully qualified financial planner
- Our team includes Chartered Financial Planners with over 35 years' combined industry experience
- We specialise in complex financial areas including trust administration and tax mitigation
- We maintain transparent fee structures with no hidden costs
- We provide ongoing annual reviews to adapt to changing financial circumstances
Associations and certifications
- Financial Conduct Authority
What people say
Highly professional
Second to none service
Trusted advisors
Clear communication
Effective solutions
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies aligned with your life goals. We assess your current financial position, future aspirations, and risk tolerance to develop actionable plans covering investments, pensions, and tax efficiency. Regular reviews ensure your strategy evolves with changing circumstances, providing confidence in your financial future through structured, evidence-based decision-making.
Pension Management
We specialise in creating and managing pension solutions for individuals and businesses. From basic workplace pensions to complex SIPP arrangements, our advice covers contribution strategies, tax relief optimisation, and retirement income planning. We help clients navigate pension freedoms while ensuring compliance with regulatory requirements, with expertise in cross-border pension transfers and inheritance tax considerations.
Inheritance Tax Planning
Our tax mitigation specialists design legally compliant solutions to reduce inheritance tax liabilities. We utilise approved vehicles like trusts and business property relief schemes while maintaining investment growth potential. Our holistic approach considers family dynamics, lifetime gifting strategies, and intergenerational wealth transfer, working closely with legal professionals to ensure comprehensive estate planning.
Investment Advice
We offer diversified investment solutions tailored to individual risk profiles and financial objectives. Our services include ISA and LISA management, ethical investing options, and access to discretionary fund managers. We provide ongoing portfolio reviews, market commentary, and risk assessment updates to maintain optimal asset allocation aligned with your investment timeframe and financial goals.
Business Protection
We design protection strategies for businesses facing key person risks, partnership succession, or corporate liability concerns. Our solutions include relevant life policies, share protection arrangements, and income protection plans. We work with business owners to ensure continuity during unexpected events, with expertise in structuring policies to maximise tax efficiency and maintain operational stability.
People
Sarah Lawler
Director
With over 35 years' experience, Sarah is a Chartered Financial Planner and co-founder. She leads investment strategy and compliance, bringing extensive industry knowledge from her early career at Woolwich Equitable Building Society. Her expertise spans financial services regulation and strategic business management.
Les Marriott
Financial Planner
A qualified financial planner with 30+ years' experience, Les specialises in pensions, inheritance tax planning, and business protection. He provides jargon-free advice to both new and long-standing clients, maintaining strong client relationships through clear communication and tailored solutions.
Anna Barr
Senior Paraplanner
As a Chartered Practitioner, Anna provides technical support to advisers with 25+ years' industry experience. She conducts detailed research and analysis to underpin client recommendations, ensuring compliance with regulatory requirements while maintaining focus on achieving client financial objectives.
Oliver Brett
Financial Planner
A fully qualified financial planner since 2016, Oliver advises on pensions, investments, and estate planning. He is working towards chartered status while providing practical financial solutions to clients, combining technical knowledge with an approachable, client-focused service.
Sue Collingwood
Compliance & Ops Manager
With a background in IT systems management, Sue oversees operational compliance and office administration. She ensures regulatory adherence across all business operations, working closely with the director team to maintain efficient processes and client service standards.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investments, pensions, retirement strategies, inheritance tax planning, business protection, and tax mitigation solutions tailored to individual circumstances.
Do you offer a free initial consultation?
Yes, we offer a no-obligation initial meeting with a qualified financial planner to discuss your financial goals and potential solutions.
How do you charge for your services?
We use a transparent fee-based model, clearly explaining all costs during initial consultations with no hidden charges or commission-based products.
Can you help with retirement planning?
Yes, we specialise in retirement planning, including income strategies, pension drawdown options, and annuity advice using cashflow modelling to ensure sustainable financial plans.
Do you work with local professionals?
We collaborate with local accountants and solicitors to provide comprehensive financial solutions, ensuring coordinated advice across tax, legal, and investment matters.
