What is Lawsons Wealth?
Lawsons Wealth is a division of Lawsons Network AG, Company No. CHE-394.490.386. We’re an independent provider of expert financial advice and wealth management solutions for international professionals.
We’re supervised by the Swiss Financial Market Supervisory Authority (FINMA), regulated by the Association Romande des Intermédiaires Financiers (ARIF), affiliated to the Organisme de Surveillance pour Intermédiaires Financiers & Trustees – otherwise known as SO-FIT – in Switzerland.
Thanks to a partnership with leading financial organisations, your IFA is able to offer advice to you if you’re based in the UAE. Our Middle East partner is licensed by the Insurance Authority (IA) and the Securities and Commodities Authority (SCA) of the UAE. Our Middle East partner is also licensed by the Dubai Financial Services Authority (DFSA) via CFS DIFC Limited.
Lawsons Network is also a partner of Beacon Global Advisor Network, LLC (BGAN) who is registered with the Securities and Exchange Commission (SEC) as an investment advisor.
What financial planning services does Lawsons Wealth offer?
We offer a comprehensive range of financial planning services, designed to help international professionals achieve your financial goals.
Our lifestyle planning services include:
- Inheritance tax
- Saving for education fees
Retirement planning is broken down into:
- Pension transfers
- Pensions reviews
And savings and investments encompass:
- Alternative Investments
- Investment Review
- Lump Sums
- Portfolio Bonds
- Regular Savings
We’re proud of our extensive range of portfolios with an increasing focus on ESG (environmental, social and governance) investments, which empower you to invest both diversely and with impact.
What makes Lawsons Wealth different from other financial planning firms?
We’ve been in the international wealth management market for decades – and we understand that the most important thing is human relationships, which we place at the heart of everything we do.
When it comes to planning your financial future, we’re with you for the long term. And when you collaborate with us, you’ll experience our commitment to our values:
- Dynamic – Everyone is different with their own unique aspirations. Embracing your individuality, we create a personalised strategy that protects and grows your wealth – then revisit it regularly as your goals and dreams evolve.
- Efficient – From our transformational technology to our expert investment committee and our relationships with leading product providers, everything about the way we work is streamlined for ease and performance.
- Trustworthy – Passionate and experienced, every member of our team is committed to helping you secure your financial future. With a culture that values integrity, we take pride in delivering transparent, independent advice that unlocks opportunities to achieve your goals.
Once I’m a client, how often will my IFA meet me?
We take a holistic, long-term approach to protecting and growing your wealth, regularly reviewing your policies, circumstances and objectives to ensure your money keeps working for you. We recommend meeting on an annual basis – in person if possible or by phone, email or video call if you prefer.
What do I do if I’m not happy with the service I’ve received?
We’ve handpicked our team of experienced IFAs for their expertise, passion and integrity – and we’re committed to empowering them to deliver world-class advice and the service to match.
If you’re not completely satisfied with any aspect of our service, please contact firstname.lastname@example.org. We will ensure that the matter is dealt with quickly and efficiently.
Are all Lawsons Wealth IFAs qualified?
Short answer: yes!
Long answer: we’re incredibly selective when it comes to finding the best advisers to protect and grow your wealth. Not only do our advisors need a professional qualification from a recognised body such as the Chartered Insurance Institute. They also need to demonstrate their commitment to our values.
In turn, we offer them a multitude of professional development opportunities, to ensure they’re able to continue giving you world-class advice to help you plan, protect, grow and prosper.