Green Lane Financial Planning is run by Maxine and Sarah. We are a mother daughter team, with a long-standing business relationship and we work from our office in Broadstairs. We have been working together since 2013 and our vision for our own company started to take shape in 2015 when Green Lane Financial Planning Ltd. was initially set up.
We are an appointed representative of R. J. Hurst & Partners Ltd, this means that we are a small friendly business but our link with the Hurst Group gives us the resources of a larger organisation. This includes a highly efficient team of administrators to support us, an investment committee which we participate in and compliance support, to name a few.
We service a long-established client bank across Kent and London.
We share our office with 4 King Charles cavalier spaniels that sometimes snore too loudly and like to greet you when you come in to meet us. (Don’t worry if you are not a fan of dogs, we are happy to keep them out of the way.)
We aim to be approachable – we have made a clear decision to move away from the stereotypical grey suits of the financial services industry and offer a more relaxed and accessible service to everyone.