Lane Financial Management Ltd

17 Pembroke Rd, Old Portsmouth, Portsmouth, PO1 2NT Directions

Business overview

Independant Financial Advisers fully compliant with the FSA's Retail Distributions Review 2013

LANE FINANCIAL MANAGEMENT LTD is directly regulated by the FSA.

We provide INDEPENDENT FINANCIAL ADVICE from the whole market.

Initial consultations are FREE OF CHARGE and WITHOUT OBLIGATION.

TREATING CLIENTS FAIRLY is at the core of our business proposition.

All our Advisers have ADVANCED LEVEL QUALIFICATIONS as well as

each having over 10 YEARS EXPERIENCE of directly advising clients.

We create bespoke FINANCIAL PLANNING STRATEGIES for each client.

Equally, we also offer a REGULAR REVIEW SERVICE.

hours of business:

office: Monday to Thursday 9-5 / Fridays 9-4

evening appointments: Monday to Thursday


Products & Services

independent financial advisers

fsa regulated

financial consultants - individuals and companies

financial services - whole of market

financial planning - all needs and objectives

pension review service - free of charge

investment review service - free of charge

mortgage review service - free of charge

protection review service - free of charge

personal tax planning

trust tax planning

inheritance tax planning

pensions advisers - higher level qualifications

pension transfers and consolidation

income in retirement - annuity planning

income in retirement - pension drawdown planning

investments advisers - higher level qualifications

ISAs - contract and fund selection

Investment Bonds - contract and fund selection

mortgage advisers - higher level qualifications

residential mortgages and remortgages

buy to let mortgages and remortgages (portfolios)

equity release mortgages and remortgages

protection advisers - higher level qualifications

protection - life assurance

protection - critical illness

protection - income protection

protection - corporate and group

holistic client financial strategies

continuing client review service


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