We advise you about the options available and help you find the right solution.

It‘s never
too early to make a plan but it’s often left too late

Welcome to Green Lane Financial Planning’s website.

If you are looking for professional independent financial advice, we think you are in the right place.  Please take a look around our website or feel free to get in touch…….

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”

Mark Twain

Meet The Team

Maxine Powell

Chartered Financial Planner APFS Cert CII (FS)

Maxine is a Chartered Financial Planner and also a Fellow of the Personal Finance Society, which is the highest industry accreditation available.

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Sarah Greely

Practice Manager DipPFS Cert CII (FS)

Sarah is our Practice Manager, monitoring work quality standards, managing the diary and day to day running of the office as well as liaising with our admin team and clients.

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Our Services

Have you considered everything that could impact on your retirement planning?

We advise on all types of investments and tax wrappers.

Later Life Planning is a very unique requirement for each and every client we look after.

What Our Clients Say

My husband and I have had 2 or 3 advisers prior to Maxine and my experience was usually mild bafflement as I tried to grasp what they were recommending and why.  When we moved to Maxine, it was the first time I had really understood what was going on.  She is very patient with the likes of me but also very professional.  Her advice has proved to be first class and her support during the illness of my husband, and subsequent death, has been enormously helpful.  She definitely ‘went the extra mile’ and continues to be someone I trust completely.

SarahCanterbury

I have known Maxine for  a number of years, whilst I was still working and since my retirement. As her business expanded I have also got to know Sarah, equally as well.

They are both, in my opinion, very professional, knowledgable, and able to explain all scenarios in easily understood language. 

I would not hesitate to recommend them to anyone looking for pension and financial advice and assistance.

DavidCanterbury

I was referred to Maxine by my former employer (The Kings School, Canterbury) for advice on my pension and retirement options. On retirement she advised on options for the lump sum, I received and since then has continued to advise both myself and my husband on all our financial matters. She has always taken time to assess our needs and the level of financial risk we would be comfortable with. She has taken the trouble to look at all our accounts and ISAs and overtime has managed to simplify them and make them easier for us to keep track of. She has been happy to come to our home to discuss any concerns we have had and she also pointed out the value of setting up Powers of Attorney, which she has now done for us.

At all times we have found Maxine friendly but very knowledgeable and informative and has always taken the trouble to explain things in a way which is easy to understand. She has never tried to force us into doing anything with our money that we were not comfortable with and I would be very happy to recommend Maxine to anyone who requires financial advice on their retirement.

PatriciaCanterbury

Maxine Powell has been the family’s financial adviser for over 7 year.  The relationship started when she was working at another practice and when she moved on we insisted she took our work with her.  We have confidence in her advice and we have built up a good relationship with her.

My wife and I are retired and our pension income is currently adequate for our needs.  Our brief to Maxine for ourselves (and our daughters) was to secure capital growth.  She explains issues clearly for those who do not have a financial background and responds well to my concerns as one who is well versed in the general global issues, but not the technical detail and the best vehicles for investment available to suit our concerns.  Our portfolio is widely spread and has performed very satisfactory.

PhilipCanterbury

Our Services

Retirement
Investment
Later Life Planning
Family & Business
Protection

Green Lane Financial Planning

01843 602087

contactus@greenlanefinancialplanning.co.uk

34 Green Lane, Broadstairs, Kent, CT10 2RR

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Green Lane Financial Planning Limited is registered in England & Wales (Registered No. 09244836) at 34 Green Lane, Broadstairs, Kent CT10 2RR, and is an authorised representative of R.J. Hurst and Partners Ltd, which is authorised and regulated by the Financial Conduct Authority.

Copyright © 2018 Greenlane Financial Planning – All Rights Reserved.