How Can We Help?
Do you want to have a comfortable retirement?
We can advise you on the optimum amount to save to benefit from tax advantages, manage your pension fund for you to help you achieve the best returns and update you on any new legislation that may impact you in either a positive or negative way.
Do you have lots of accounts that you find difficult to keep track of and investments that you don’t really understand?
Our aim is to keep it simple and help you to understand. This will empower you to manage your money and feel confident and in control with as little or as much input from us as you require.
Are you making the most of your allowances?
UK taxation is taxing, but choosing the most tax effective investment wrappers can make a big difference to the money you put in and the money you get out. We can help you make the most of your allowances and exemptions.
Are your children going to face a tax bill when you die?
We can fully clarify your position and discuss a range of solutions that can help.
Are you concerned whether your current pensions or investments performing well and are competitively priced?
As part of any piece of work that we do we measure and compare, in a realistic way, how what you already have is performing and if the costs are competitive, report back and where necessary, offer solutions.
Are you concerned about funding the cost of residential care?
We understand the issues and processes involved and can provide a range of solutions to make this journey easier.
Are you concerned that your family would be short of money if you died, or would you like a lump sum of money to help out if you suffered a serious illness?
We can advise on the most cost efficient and effective way to sort these problems out.
- Are you a business owner paying tax on your life assurance premiums?
- We have a solution that may help!
“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
Our Services
Retirement
Have you considered everything that could impact on your retirement planning?
Investment
We advise on all types of investments and tax wrappers.
Later Life Planning
Later Life Planning is a unique requirement for each & every client we look after.
About Us
Meet Sarah Greely & Maxine Powell
Green Lane Financial Planning is run by Maxine and Sarah, offering an independent financial planning service tailored to your individual needs. 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 take the time to understand your financial values and goals and then help you to put your money to work for you to achieve the future life you want.
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.
What Our Clients Say
From my initial telephone conversation and subsequent zoom meeting with Sarah, she knew instantly what I had hoped to achieve. I was more than happy to proceed after receiving a detailed review along with reasoned recommendations tailored to my risk profile. After only a short few months the investments that Sarah has recommended have so far outperformed many times over the fees involved. I am also making use of the ongoing service which was offered along with yearly reviews, so I have the peace of mind that my investments are in safe hands.
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.
