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Welcome
to Lawson Financial Management
Lawson
Financial Management is authorised and regulated by the Financial Services Authority
to give Independent Financial Advice and acts on behalf of clients,
not for any insurance company, unit trust or investment trust
company, or investment fund manager.
We offer a wide range of services to:
· Companies
· Partnerships
· Self-Employed and Employed
· Non (UK) Resident Individuals
· Retired Persons
Lawson Financial Management guarantees to:-
· Provide a professional, yet personal and friendly service
· Make complex issues easy to understand
· Give you time to consider proposed recommendations
· Empathise with your situation and form a clear understanding
of your aims and financial affairs, in order to provide the 'best
advice'
· Ensure that clients are satisfied and comfortable with the advice
given to them, so that they will want to recommend Lawson Financial
Management to their friends, families and business colleagues.
Our service includes a free initial consultation during which
we will discuss your present financial situation and what you
hope to achieve for the future. This will help us to make recommendations,
personal to you and your circumstances.
The
Principal Partner - David M Lawson B.S.c., ACII. is a Chartered
Insurance Practitioner with over 20 years experience offering
Financial Planning advice.
Our
offices are located at Basingstoke (main office) and Wokingham. We offer advice and make arrangements for clients
on the following aspects:
· Retirement Planning
· Life Assurance, Income Protection and Critical illness
· Savings and Investments
· Inheritance Tax Planning
· The Effective use of Company Profits
· Commercial & Residential Mortgages, remortgages, buy to let mortgages & Refinancing
· Private Medical Insurance
· Employee Benefits packages & advisory services
· Investment Bonds and Corporate Bonds
· Personal Pension Plans, Corporate Pension Plans, Group Pension Schemes, Group Pension Plans and Income draw down (USP and ASP)
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