Meet The Team
About Us
Green Lane Financial Planning is run by Maxine and Sarah, working from an 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 was initially set up.
We are an appointed representative of R J Hurst 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 started out sharing our office with our King Charles cavalier spaniels, but sadly the years have caught up with them and we now have just one spaniel left. So in June 2022, two Irish Setters joined the team. They will happily greet you when you come in to meet us, although they can be rather boisterous as they are still young yet and learning the art of being office dogs. (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.
Although one of us may take the lead in being your point of contact/adviser, we collaborate on all our advice work, therefore every client we work with benefits from the expertise and differing skillsets each of us have.
“You don’t stop laughing when you grow old, you grow old when you stop laughing”
George Bernard Shaw
“You don’t stop laughing when you grow old, you grow old when you stop laughing”
George Bernard Shaw
Maxine Powell
Chartered Financial Planner FPFS Cert CII (FS), Fellow of the Personal Finance Society
Who is Maxine Powell? Sarah says:
Maxine is my Mum and I am the eldest of 4 children. Between us we have given Maxine 6 grandchildren (so far), so we keep her very busy outside of work.
Maxine still finds time to demonstrate her skills as an accomplished cook and keeps all 16 of us well fed at family gatherings and family holidays. She is also a keen gardener, and we reap the rewards eating homegrown produce all year round.
Maxine is a dog lover, and I can’t even imagine Maxine without a doggy companion or two.
And finally I would say inquisitive – Maxine reads, a lot, about a wide range of subjects and is an avid traveller, with a long wish list of places to visit. Europe has been explored, but New York, Japan and Vietnam are at the top of the list right now.
As a professional, Maxine is:
A Chartered Financial Planner and also a Fellow of the Personal Finance Society, which is the highest industry accreditation available. This has required a significant amount of studying in her own time.
Experienced, professional and ethical in her approach to advising clients. Maxine can make complex concepts simple to understand.
Qualifications
Maxine has specialist CII accreditations in Retirement and Later Life Planning and is also a Pension Transfer Specialist, allowing us to offer you advice on Final Salary/Defined Benefit and Occupational Pension Schemes.
Advanced Qualifications
Pensions, Business Planning, Investments and Financial Planning
Sarah Greely
Financial Planner & Practice Manager DipPFS Cert CII (FS)
Who is Sarah Greely? Maxine says:
Sarah started working in the Financial Services industry alongside me at the age of 18. This has given her a wealth of practical experience and formed the building blocks for taking professional exams. She is now Diploma qualified and working towards becoming Chartered.
Sarah is an accredited Financial Planner and 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. In general, she runs a tight ship!
A lover of all things furry, Sarah has a dog and two cats. Also, perhaps being a glutton for punishment she has three fantastic children. A home work balance is one of Sarah’s main priorities and in both aspects of her life she is reliable and 100% committed.
A sense of fairness and caring for others, combined with practical experience and knowledge is, in my opinion the essence of Sarah at work and at home. Of course, I may well be quite biased as after all I am her Mum!
Qualifications
Diploma Qualified, with an interest in Taxation and Trusts. Sarah also holds the Pension Transfer Specialist qualification.
Advanced qualifications
Pensions and Financial Planning
Contact Details
Mobile: 07918 153504
Office: 01843 602087
Email:sarahgreely@greenlanefinancialplanning.co.uk
Maxine Powell
Chartered Financial Planner FPFS Cert CII (FS), Fellow of the Personal Finance Society
Who is Maxine Powell? Sarah says:
Maxine is my Mum and I am the eldest of 4 children. Between us we have given Maxine 6 grandchildren (so far), so we keep her very busy outside of work.
Maxine still finds time to demonstrate her skills as an accomplished cook and keeps all 16 of us well fed at family gatherings and family holidays. She is also a keen gardener, and we reap the rewards eating homegrown produce all year round.
Maxine is a dog lover, and I can’t even imagine Maxine without a doggy companion.
And finally I would say inquisitive – Maxine reads, a lot, about a wide range of subjects and is an avid traveller, with a long wish list of places to visit. Europe has been explored, but New York, Japan and Vietnam are at the top of the list right now.
As a professional, Maxine is:
A Chartered Financial Planner and also a Fellow of the Personal Finance Society, which is the highest industry accreditation available. This has required a significant amount of studying in her own time.
Experienced, professional and ethical in her approach to advising clients. Maxine can make complex concepts simple to understand.
Qualifications
Maxine has specialist CII accreditations in Retirement and Later Life Planning and is also a Pension Transfer Specialist, allowing us to offer you advice on Final Salary/Defined Benefit and Occupational Pension Schemes.
Advanced Qualifications
Pensions, Business Planning, Investments and Financial Planning
Contact Details
Mobile: 07918 643473
Office: 01843 602087
Email:maxinepowell@greenlanefinancialplanning.co.uk
Sarah Greely
Financial Planner & Practice Manager DipPFS Cert CII (FS)
Who is Sarah Greely? Maxine says:
Sarah started working in the Financial Services industry alongside me at the age of 18. This has given her a wealth of practical experience and formed the building blocks for taking professional exams. She is now Diploma qualified and working towards becoming Chartered.
Sarah is an accredited Financial Planner and 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. In general, she runs a tight ship!
A lover of all things furry, Sarah has a dog and two cats. Also, perhaps being a glutton for punishment she has three fantastic children. A home work balance is one of Sarah’s main priorities and in both aspects of her life she is reliable and 100% committed.
A sense of fairness and caring for others, combined with practical experience and knowledge is, in my opinion the essence of Sarah at work and at home. Of course, I may well be quite biased as after all I am her Mum!
Qualifications
Diploma Qualified, with an interest in Taxation and Trusts. Sarah also holds the Pension Transfer Specialist qualification.
Advanced qualifications
Pensions and Financial Planning
Contact Details
Mobile: 07918 153504
Office: 01843 602087
Email:sarahgreely@greenlanefinancialplanning.co.uk
Administration Team
We are supported by an administration team based in Clacton-On-Sea. The administrators are Nicole Kerridge, Charlotte Barnden and Charly Mesher. They can be contacted on 01255 254450 or greenlanesupport@hurst-group.co.uk
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.
“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
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.
