Meet Us
David Lawson
independent financial adviser
I have been an Independent Financial Adviser since 2000 and have a broad range of qualifications with The Chartered Insurance Institute (CII), the Society for Trust and Estate Practitoners (STEP) and the Society of Will Writers (SWW).
I am very lucky to work in a profession I find very rewarding and I thoroughly enjoy the creative aspects of estate planning, especially generating ideas for clients and helping them put plans in place which will protect their assets for their own use and ultimately for their family. For one family I look after 4 different generations. It is a very rewarding experience and I have clients from all walks of life and all ages with most of my business coming from recommendations.
Inti Guaschino
Generational Planner
Estate planning has been the answer to how I protect my family and our future. I have been gaining my qualifications through the Society of Will Writers (SWW) and ChileX law school. Now I use my long experience in coaching and managing teams to connect with people and families, helping them to find the right solution for their peace of mind.
Andie Lawson
Business Consultancy Manager
Andie is a Business Consultancy Manager and fellow of the Institute of Consulting. She is a key partner in helping the business to develop its business strategy and future direction to ensure we meet with client needs and expectations in what is a fast changing world.