Lane Financial Management Ltd

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.

At Lane Financial Management Ltd. We understand the value of approachability and flexibility. We know our clients personally, we communicate and seek to develop an ongoing relationship with them and regard continuity of service as paramount. In this respect we believe that we have the edge over larger organisations where a sustained personal relationship is rarely possible.

Independent advice

Lane Financial Management Ltd  do not actively advertise our services. Our company has developed wholly from recommendations from existing clients and professional connections. Essentially our business is founded on, and succeeds now, for the simple reason that we listen to our clients and actually hear what they have to say.

We have learnt through this process that most people want different things but most of all they want someone experienced who they can talk to, who will listen, and give them sound, impartial jargon-free advice that is relevant to them.

Independent advice, as offered by Lane Financial Management Ltd is the only type of advice that gives consumers and businesses access to all products on the market through a suitably qualified practitioner, providing you with the most suitable financial product to match your individual needs. It is for this reason that professionals such as Solicitors and Accountants have elected only to refer clients to a practitioner who is independent.

The process

The process involves an initial meeting where we will discuss your current financial situation, your needs, your risk profile and your income or capital objectives. From this information we then create a structured report outlining your requirements and any shortcomings we are able to identify in your existing provisions. This report will form the basis of our recommendations for you. The report will be a comprehensive snap shot of your financial situation and goals and will be reviewed regularly to ensure your requirements and the solutions put in place for you remain relevant or realigned if appropriate.

We appreciate that situations can change both personally and financially and as Independent Financial Advisers we are here to help ensure that your financial goals remain on target.We look forward to providing a considered and proficient financial planning service for you and incorporating you within our register of satisfied clients.

“Personal, professional and truly independent advice”

Copyright © Lane Financial Management 2019 - 2023
Lane Financial Management Ltd is authorised and regulated by the Financial Conduct Authority - Registration No. 438355