Lawson Financial Management are Independent Financial Advisers and Planners, with over 30 years industry experience. We are a family business which was set-up in order to provide local independent financial advice to individuals and small businesses.
EXCELLENT Based on 11 reviews Posted on Tredder MessyTrustindex verifies that the original source of the review is Google. Good advice when neededPosted on Barbara Marten-HaleTrustindex verifies that the original source of the review is Google. Lawson Financial Management helped me firstly set up my retirement investment account and have assisted me with its management since 2014. At all times they have acted professionally on my behalf whilst explaining everything in language I could understand. I am happy to continue with their service and I would recommend them.Posted on Peter BaulchTrustindex verifies that the original source of the review is Google. Matthew Lawson very helpful, curtious and friendly giving us expert advice on future Family Finances we appreciate his guidance on future investments all done in a very professional manner. Thankyou. Kind Regards, Peter & Maggie Baulch.Posted on Bob HarrisonTrustindex verifies that the original source of the review is Google. Always on the ball, and service given is of highest calibre. Thanks for all your help & service over many years. HIGHLY RECOMMENDED.Posted on neil wardTrustindex verifies that the original source of the review is Google. Over the many years that Lawson Financil Management have been hanling the financial interests of myself and other members of my family, I have found them to be knowledgeable , friendly and efficient. I would have no hesitation in recomending them to anyone who is looking for a reliable management company. We have benefited greatly from the advice and experience that Lawson Financial Managment have given us over the years.Posted on Valerie NyeTrustindex verifies that the original source of the review is Google. I have been dealing with Lawson Financial Management for several years. Pensions are a bit of a minefield for me but with their expert knowledge and simple explanations I feel confident of my pension future. Would highly recommend.Posted on Sylvia CannTrustindex verifies that the original source of the review is Google. Every effort was made to cover all our requests/issues. We were guided through the financial benefits/alternatives and tax implications. Notice was taken of our situation and requirements, and options were presented to us in a clear and informative presentation. So grateful for their expertise, insight, friendly and professional handling of our case.Posted on John ByngTrustindex verifies that the original source of the review is Google. Having just completed the negotiations with LFM about how to manage my pension, I can confirm that I received a first class service. Much appreciate all that you did for me.Posted on Diana StandingTrustindex verifies that the original source of the review is Google. I have used Lawson Financial Management for a year now & found that the company is very professional, friendly & provides excellent advice & help. David explained financial issues in a way that I could understand them & has provided me with ongoing help. Sue is friendly & extremely responsive to any queries.Posted on Elizabeth MortonTrustindex verifies that the original source of the review is Google. I am new to investing but through personal recommendation, I approached Lawson Financial Management for advice. When it comes to financial matters, I believed that ‘trust’ comes first and I felt comfortable with and trusted David and Matthew’s advice from the outset.
We promote a positive culture and we want to surround ourselves within that environment. This is embedded throughout the firm, within our mindsets, in which emits within our daily behaviour.
Our aim is and always has been to act at all times with our clients best interest first by delivering a professional, yet personal and friendly service in order to make complex issues easy to understand, without the use of unnecessary ‘jargon’!
If you are someone who is serious about your ‘Personal Wealth Management’ by looking after and improving your finances, and wants to achieve the status of ‘financial independence’ by having enough income without being dependant, we can help you to achieve these goals.
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.