LawlerDavis Independent Financial Planners Limited
Reference number: 615491
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
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.
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Phone number
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Address
Upperton House, The Avenue, Eastbourne, East Sussex, BN21 3YB, United Kingdom
In the full report: 3 background checks
- When lawlerdavis.co.uk first appeared online, and whether it can receive email
- What kind of line 01323 746698 is
- Who else gives the postcode BN21 3YB
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 07819284 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 21 October 2011 (15 years old)
- Registered office
- Sovereign Place, 20 The Point, Market Harborough, Leicestershire, LE16 7QU, United Kingdom
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Sarah Denise Lawler | Director | Mar 1972 | 21 Oct 2011 | 1 other company |
| Simon Mark Cogman-Hellier | Director | Dec 1962 | 31 Mar 2026 | 12 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 12
- closed down
- 3
- are FCA-registered
- 4
In the full report: all 12 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 4 on the FCA register
- The 1 company these 2 directors run together
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£109k
+21% from £90.0k
Owed within a year
£101k
<1% from £101k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 07819284. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
This firm’s history from the FCA register and Companies House, newest first.
2022
7 November 2022
- Colin Stewart Davis stopped being a part-owner
- Lawlerdavis Holdco Limited. took control (75–100% of shares)
- Sarah Denise Lawler stopped being a part-owner
Companies House
2016
6 April 2016
- Colin Stewart Davis became a part-owner (25–50% of shares)
- Sarah Denise Lawler became a part-owner (25–50% of shares)
Companies House
2014
1 April 2014
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2011
21 October 2011
- Incorporated at Companies House
Companies House
In the full report: all 14 events
- All 14 events in its history (8 shown here)
- Every director appointment and resignation: 4
Connected firms
Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 4
In the full report: all 4 connected firms, named
- How each is linked: shared directors (4)
- Who links each one: the named directors, with dates
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Eastbourne
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on this firm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 12 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 14 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk