Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

Financial services company based in the South East

Welcome to Lawton Financial Services

About Us

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish… an achievable goal is a dream with a deadline

The great joy of financial freedom is having your heart and mind free from worry about life’s uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

HOW WE WORK

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

Testimonials

What They Say

What were the circumstances that caused you to initially look for an adviser?Mortgage Planning to help me buyingHow has Amanda Brencher helped you?Mortgage applicationHave you seen the outcome you were hoping for?YesWhat could they have done better?None

Jon Bakken

Customer

What were the circumstances that caused you to initially look for an adviser?Help with mortgage brokeringHave you seen the outcome you were hoping for?YesHow has Christopher Lawton helped you?Narrowed down the options very quickly, based on my circumstances.What could they have done better?Nothing

Andrea Velle

Customer

What were the circumstances that caused you to initially look for an adviser?I needed information about raising a mortgage as a retired personHave you seen the outcome you were hoping for?Yes.How has Amanda Brencher helped you?She took aware the anxiety of raising a mortgage and then renewing it and its smooth process was very reassuring. Information was given clearlyWhat could they have done better?Can't think of anything

Elle Aasen

Customer

What were the circumstances that caused you to initially look for an adviser?We needed a specialist mortgageHow has Christopher Lawton helped you?Chris dealt with our issue quickly and thoroughly. We are remaining with Chris in the future. He responded to emails and phone call incredibly quicklyHave you seen the outcome you were hoping for?Yes, we have the mortgage we wantedWhat could they have done better?Nothing

Introduction To Weath Management

Relationship Management

Trust Information

Lasting Power Of Attorney

Wills

Introduction To Taxation

Income Tax

Capital Gains Tax

Inheritance Tax

Research

Portfolio

Market Data

Introduction To Financial Planning

Introduction To Wealth Management

Relationship Management

Trust Information

Lasting Power Of Attorney

Wills

Introduction To Taxation

Income Tax

Capital Gains Tax

Inheritance Tax