Lane Financial Management Ltd
17 Pembroke Rd, Old Portsmouth, Portsmouth, PO1 2NT Directionshttps://www.yell.com/biz/lane-financial-management-ltd-portsmouth-4789557/#view=map
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
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