“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:

• We will deal with you as an individual
• We will act impartially with your interests at heart
• We will obtain a thorough understanding of your needs before making any recommendations
• We will only recommend solutions that are suitable for your circumstances and that can be evidenced to be so.
• We will provide clear information about what we can offer you and our fees
• We will act with honesty and integrity at all times
• We will respect your confidentiality
• We will be courteous and responsive
• We will work in unison to establish a financial solution that is right for you
• We will encourage you to ask questions and address these questions appropriately.
• We accept responsibility for our actions and honour our commitments to our clients
• We are fully committed to the process of Continual Professional Development to ensure that our knowledge of financial services remains relevant and of continuing benefit 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:

• Ensure you are better financially organised
• Maximise your investment returns
• Ensure you and your family are financial protected
• Minimise your tax liabilities
• Balance and manage your financial risks
• Ensure you have a good cash flow

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:

• An annual meeting and review
• A dedicated adviser who will retain all responsibility for any and all of the services that we provide
• Leadership, knowledge and ideas – your dedicated adviser will keep your arrangements under review and ensure that your financial affairs are managed to offer the best opportunity of achieving your goals
• Access and introductions to specialist services.
• Secure document storage facilities
• All telephone calls will be returned as soon as possible.
• All correspondence will be acknowledged and saved to your client record.
• All e-mails replied to promptly.