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!

Our Services

Later Life Planning
Family & Business

Green Lane Financial Planning

01843 602087

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.