Services

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. We will take a holistic approach, tailored for you, encompassing your past, present and anticipated future circumstances. 

Skilled in Financial & Retirement Planning, Investment Advisory and Financial Strategy, Lawson Financial Management has all the experience you need. 

Check out the range of services we offer below:

Initial Consultation

An initial consultation at Lawson Financial Management is an illuminating experience. Our clients are met with a team of adept financial advisors, dedicated to understanding individual financial aspirations. Through attentive listening and insightful questioning, they craft customised strategies for wealth accumulation, retirement planning, and investment management. With transparency and integrity at the core, clients receive clear explanations of fees and risks. This consultation lays the groundwork for a collaborative partnership, empowering clients with the knowledge and confidence to navigate their financial journey. Lawson Financial Management ensures a future of financial stability and prosperity.

Financial Planning

At Lawson Financial Management, our Financial Planning service is your key to a secure and thriving future. Our seasoned advisors employ a meticulous approach, tailoring strategies to your unique financial landscape. We cover all bases – from investment and retirement planning to estate management. With us, your financial future is in expert hands. Our transparent fee structure ensures you know exactly where your investment goes. Let us craft a plan that empowers you to achieve your goals and weather any financial storm. With Lawson Financial Management, your prosperity is not just a goal, but a guarantee. Secure your tomorrow, today.

Pensions

Our Pension Service is your ticket to a worry-free retirement. Our seasoned experts understand the intricacies of pension planning inside out. We work tirelessly to maximize your returns and ensure a comfortable post-retirement life. With a portfolio of diverse investment options, we tailor strategies to suit your risk appetite and financial goals. Our transparent fee structure means you know exactly where your money is going. Trust Lawson Financial Management to secure your golden years. Let’s craft a future where you can live life on your terms. Invest in peace of mind today for a fulfilling tomorrow.

Savings & Investments

Our Saving and Investment Service is your gateway to financial prosperity. With a team of seasoned experts, we meticulously tailor strategies to amplify your wealth. From diversified portfolios to risk-appropriate investments, we craft plans aligned with your unique goals. Our transparent fee structure ensures you’re always in the loop. Whether it’s short-term gains or long-term wealth accumulation, we have you covered. Trust Lawson Financial Management to safeguard your financial future. Invest in peace of mind today for a tomorrow brimming with opportunities. Your financial success is our priority – let’s start building it together.

Insurance & Protection


At Lawson Financial Management, our Life Insurance and Protection Service is your shield against life’s uncertainties. We understand the importance of safeguarding your loved ones and assets. With a range of comprehensive policies, we ensure you’re prepared for whatever comes your way. Our expert advisors carefully tailor plans to suit your unique needs, providing peace of mind and financial security. With transparent terms and competitive rates, we make sure you’re getting the best coverage. Trust Lawson Financial Management to protect what matters most. Secure your legacy and enjoy life knowing you’re prepared for any eventuality. Invest in your peace of mind today.

Inheritance & Estate affairs

At Lawson Financial Management, our Inheritance & Estate Affairs service ensures your legacy is managed with utmost care and efficiency. Our expert advisors are well-versed in navigating the complexities of estate planning. We tailor strategies to protect and maximize the value of your assets for generations to come. With meticulous attention to detail, we handle wills, trusts, and probate matters, providing you with peace of mind. Transparent fees and a client-centric approach underscore our commitment to your financial well-being. Secure your family’s future with Lawson Financial Management – where your legacy is our priority. Invest in a legacy that lasts.

Want to find out more?

Send us a message if you’d like more information about the pensions services we offer, and one of our friendly team will get back to you.