Lane Financial Management Ltd. has been meeting client’s financial aspirations and helping to resolve their financial problems for many years in the highly regulated world of financial services. Since the early 1980’s, the company has evolved into a dynamic team of advisers with the experience and qualifications to assist you in making and reviewing those important decisions that significantly influence you (and of course your family’s) financial well being.
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Our experience shows us that initial plans can often become outdated, we therefore offer a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.