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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED

Company
LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED (07819284)

LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS

Phone: +44 (0)1323 746 698
A⁺ rating

ABOUT LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED

We believe we are different because of our passion for our clients.

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 believe we are different because of our passion for our clients. We are committed to delivering a personal service and knowing our clients often as friends, as well as on a professional level.

Financial Planning can be a complex and technical subject. We are committed to helping our clients understand exactly what we are doing for them by removing jargon and providing clear and concise explanations.

At LawlerDavis we are always focused on the fact that it is the client's money and their aims and objectives that need to be at the forefront of any investment decisions.

Sarah has over 20 years’ experience in financial services. Sarah is a Chartered Financial Planner specialising in tax mitigation, IHT planning, personal and business protection, pensions and investments.

Sue was the IT manager for a well-known national construction company and then ran her own restaurant.

I have been a client of LawlerDavis since they first started the business. l have been very happy with the way they have dealt with my affairs over the years.

Mick and I have found the service you provide second to none and it's always a pleasure to see you and you give us first class advice and service.

KEY FINANCES

Year
2016
Assets
£109.22k ▲ £49.69k (83.47 %)
Cash
£0k ▼ £0k (NaN)
Liabilities
£62.54k ▲ £5.07k (8.83 %)
Net Worth
£46.68k ▲ £44.62k (2,159.63 %)

REGISTRATION INFO

Company name
LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED
Company number
07819284
Status
Active
Categroy
Private Limited Company
Date of Incorporation
21 Oct 2011
Age - 13 years
Home Country
United Kingdom

CONTACTS

Website
www.lawlerdavis.co.uk
Phones
+44 (0)1323 746 698
01323 746 698
01323 747 939
Registered Address
7 - 9 THE AVENUE,
EASTBOURNE,
EAST SUSSEX,
BN21 3YA

ECONOMIC ACTIVITIES

70221
Financial management

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LAST EVENTS

25 Oct 2016
Confirmation statement made on 21 October 2016 with updates
11 Jul 2016
Micro company accounts made up to 31 December 2015
09 Nov 2015
Annual return made up to 21 October 2015 with full list of shareholders Statement of capital on 2015-11-09 GBP 24

See Also


Last update 2018

LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED DIRECTORS

Colin Stewart Davis

  Acting PSC
Appointed
21 October 2011
Occupation
Director
Role
Director
Age
65
Nationality
British
Address
7 - 9 The Avenue, Eastbourne, East Sussex, United Kingdom, BN21 3YA
Country Of Residence
United Kingdom
Name
DAVIS, Colin Stewart
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Sarah Denise Lawler

  Acting PSC
Appointed
21 October 2011
Occupation
Director
Role
Director
Age
53
Nationality
British
Address
7 - 9 The Avenue, Eastbourne, East Sussex, United Kingdom, BN21 3YA
Country Of Residence
United Kingdom
Name
LAWLER, Sarah Denise
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

REVIEWS


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Excellent according to the company’s financial health.