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Savings and investments

Savings and investments at Lawson Financial Management

At Lawson Financial Management, our policy is to treat all our customers fairly, openly and transparently. Our customers come first. Therefore we will ensure that we communicate without the jargon, so you can leave feeling confident you have understood everything discussed during our consultation.

Our advice on recommending savings plans and investments takes into account a number of factors outlined below. These will be discussed during your consultation. 

Discussions on finance

For further information on savings and investment planning, call our Basingstoke branch on
01256 840 923 or our Wokingham branch on
0118 9770 497

 

 

 

 

 

 

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For saving plans and investments, we take into account:

 

  • Your needs
  • Your ability to pay
  • The level of risk you wish to take
  • Your tax situation
  • Whether you require capital growth or income

At Lawson Financial Management, we provide a professional, yet personal and friendly service whilst making complex issues easy to understand. 

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