At Lane Financial Management we are able to offer impartial and independent advice on Investments, Retirement Planning, Estate Planning, Wealth Management, Savings, Equity Release, Mortgages and Protection. Our independent status enables us to transact business on your behalf within the whole market place as opposed to being restricted to one single company’s products. Consequently, we are able to select the most appropriate financial solutions for you. 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. Our financial solutions are custom made and bespoke to yourself.
At Lane Financial Management we pride ourselves on continuity of service and keeping our clients informed.
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.
This may be an ideal opportunity for us to review your circumstances. It may be that your portfolio is aligned correctly and that no further action need be taken at this point or alternatively it may be possible to save you money on your existing policies, limit your investment risk and gear your assets for future appreciation whilst reducing your tax liabilities.
The key to any successful financial strategy is not only the initial implementation of a financial plan, but regularly reassessing your personal circumstances and objectives to guarantee that it performs to the optimum and remains relevant to your individual requirements.