Meet The Team

About us

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.

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, especially her 4 King Charles Cavalier Spaniels, who keep us company in the office and can sometimes be heard snoring when we are on the phone!
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

Practice Manager DipPFS Cert CII (FS)

Who is Sarah Greely? Maxine says:

Sarah has worked in the Financial Services industry since the age of 18 which has given her a wealth of practical experience and formed the building blocks for taking professional exams.  She is Diploma qualified and fully committed to continuing professional development to achieve Chartered status.

Sarah is our Practice Manager and Paraplanner, with over a decade of experience in this position.  She is heavily involved in the research and recommendation process, working alongside me to put your plans into action.  She is also responsible for 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!

Home life is centred around three lovely children and their pets.   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 and an Associate of the Institute for Professional Willwriters, with an interest in Taxation and Trusts. Sarah also holds the Pension Transfer Specialist qualification.

Advanced qualifications
Pensions and Financial Planning

Administration Team

We are supported by an administration team based in Clacton-On-Sea. The administrators are Sarah Ritchie, Charlotte Barnden, Nicole Kerridge and Charly Mesher. They can be contacted on 01255 254445 or greenlanesupport@hurst-group.co.uk

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.