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.

I am also an Independent Financial Adviser at Onelife Planning LLP, which is authorised and regulated by the Financial Conduct Authority.

Through Yourlife Planning, I provide non-regulated life planning and support services alongside my regulated advice role.

These services are not regulated by the Financial Conduct Authority.

Phone-alt Envelope-open

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. 

Important information
The services provided through Yourlife Planning, including wills, lasting powers of attorney, probate support and document storage, are not regulated by the Financial Conduct Authority.

They do not constitute regulated financial advice. This means you will not have access to the Financial Ombudsman Service or the Financial Services Compensation Scheme in relation to these services.

Where regulated financial advice is required, this will be provided separately by Onelife Planning which is authorised and regulated by the Financial Conduct Authority.

Where appropriate, we will recommend that you seek advice from a qualified solicitor.

 

Fees

Fees for services provided through Yourlife Planning relate solely to non-regulated services and are charged under a separate agreement.

Any FCA-regulated financial advice is provided by Onelife Planning and will be subject to a separate advice agreement and fee structure.

Yourlife Planning LLP, Registered office The Courtyard at Hunton Farm, Noke Lane, Lyonshall, Kington, Herefordshire HR5 3JH.  Registered in England under number OC400747

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