Lane Financial Management Ltd is a chartered independent financial advice practice based in Fareham . As a family-run practice, we are more than just independent financial advisers. We are your partners in achieving a secure and prosperous future for you and your loved ones. By viewing financial planning as a holistic and intergenerational exercise, we are able to assist you in making those important decisions that significantly influence your financial well-being.

We understand that every financial journey is unique, and our approach is built on the foundation of forging strong lasting relationships with our clients. We take the time to truly understand your aspirations, concerns, and values before crafting a tailor-made financial plan that facilitates your goals.

In order that we can best serve you, we would ask you to:

Respond promptly to our communication, where possible, and let us have the information we require, when we need it. Communicate your views frankly, courteously, openly and let us know, as soon as possible, if anything is not as you would expect from us, or if our service falls below the standards that you would expect.

Our experience shows us that initial plans can often become outdated, we therefore offer a comprehensive ongoing review service designed to deliver real ongoing value for our clients.

• Objective advice
• Privacy and confidentiality
• Staff who are competent and courteous and act with integrity at all times
• Staff who are professional and diligent
• A transparent cost structure
• A timely response to telephone calls and emails.
• We aim to deliver fully on all of the above points.