LawlerDavis Independent Financial Planners Limited

Reference number: 615491

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
07819284
Company status
Active
Company type
Private limited company
Incorporated
21 October 2011 (14 years old)
Registered office
Sovereign Place, 20 The Point, Market Harborough, Leicestershire, LE16 7QU, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Sarah Denise Lawler Director Mar 1972 21 Oct 2011
Simon Mark Cogman-Hellier Director Dec 1962 31 Mar 2026

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is LawlerDavis Independent Financial Planners Limited FCA authorised?
Yes, LawlerDavis Independent Financial Planners Limited (FRN 615491) is authorised by the FCA to carry out regulated activities.
Is my money safe with LawlerDavis Independent Financial Planners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about LawlerDavis Independent Financial Planners to the Financial Ombudsman Service, free of charge.
Is LawlerDavis Independent Financial Planners a scam or clone?
LawlerDavis Independent Financial Planners is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is LawlerDavis Independent Financial Planners's Firm Reference Number (FRN)?
LawlerDavis Independent Financial Planners's FRN is 615491. You can verify it on the FCA register.