“We will always put our clients first and seek to exceed their expectations of our service at all times.”
When you become a client of Lane Financial Management Ltd you will be allocated a dedicated financial consultant to look after your financial plan, though you will have access to the entire team to ensure that your financial needs are met.
Our guarantee to our clients:
Lane Financial Management is committed to providing the highest possible level of service to its clients. This commitment forms the very heart of our ethos and business culture. To that end Lane Financial Management fully embraces the Financial Conduct Authority’s concept of ‘Treating Customers Fairly’.
As a client of Lane Financial Management Ltd you are valued and therefore part of its future. If you believe that we have failed you in any way, please tell us. Only then will we be able to take steps to address any concerns that you may have.
We understand from experience that the concept of financial planning is alien to many people. It is therefore important to us that having sought our advice, you clearly understand what you are to do, why you are doing it and finally, what you can expect if you implement our recommendations.
Lane Financial Managements objectives for its clients:
Our aim is to have a very special and personal interest in our clients’ financial planning affairs. This ensures that they are arranged in an orderly and efficient manner. Our priority with clients is to establish a close trustworthy relationship on a one to one basis. As our client base has grown mainly as a result of personal recommendation, our policy is to ‘maximize the financial position of our clients through a firm commitment to excellence and quality of service’. We do this by helping you organize your arrangements and develop a comprehensive Financial Plan aimed at achieving your desired life style objectives.
“The company embraces fully the “treating customers fairly” ethos and has a support infrastructure capable of offering exemplary service to our clients.”
With these thoughts in mind we have developed our Client Service which offers the following features: