Lane Financial Management Ltd

  • 17 Pembroke Rd, Old Portsmouth , Portsmouth , PO1 2NT
  • 023 9283 0640

LANE FINANCIAL MANAGEMENT LTD is straight regulated by the FSA.

We offer INDEPENDENT FINANCIAL ADVICE from the entire market.

Initial consultations are FREE OF CHARGE and WITHOUT OBLIGATION.

TREATING CLIENTS FAIRLY is on the core of our enterprise proposition.

All our Advisers have ADVANCED LEVEL QUALIFICATIONS in addition to

every having over 10 YEARS EXPERIENCE of straight advising clients.

We create bespoke FINANCIAL PLANNING STRATEGIES for every client.

Equally, we additionally supply a REGULAR REVIEW SERVICE.

hours of enterprise:

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

night appointments: Monday to Thursday

.

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
Our Location