Testimonials

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.

Sarah, Canterbury

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.

Patricia, Canterbury

Maxine Powell has been the family’s financial adviser for over 7 years.  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.

Philip, Canterbury

I first contacted Maxine for advice on retirement planning as I had an old company pension from a former employer that I was considering transferring into a SSIP.

My partner and I first met with Maxine who carried out a full and unbiased review of our finances and future retirement plans before making recommendations based on our individual circumstances.

I found the advice Maxine gave was both comprehensive and balanced and, after being given time to consider our options, I transferred the company scheme into a SSIP which has been personally tailored to my personal circumstances and attitude to risk.

I was kept up to date throughout the entire set up process, as we were working to a tight deadline, and have subsequently met again with Maxine for an annual review and am pleased to say that the pension fund grew by in excess of 4%, net of set up costs, during the first year.

Tim, Margate

Maxine Powell has advised my wife and me about financial matters for probably the last 10 years (maybe longer) and we are more than content with the advice we have received.

When we first knew her, we were approaching retirement age and were relatively ignorant about pensions and investments. Our need for guidance was compounded by the financial complexities of selling our editorial and advertising agency and later, our second home in France.

We found Maxine both highly knowledgeable and very, very patient. Her ability to explain what for us were complex issues was considerable. We felt she ‘held our hands’ with exceptional competence; and continues to do so.

One measure of our appreciation of Maxine is the fact that, when she moved from a previous employer to her present firm, we moved with her. A second is that, as a professional journalist, I am a natural cynic and careful about whom I place my trust in.

Both my wife and I trust Maxine.

Also of significance is that our pensions and investments continue to hold up and perform well. Which is perhaps the best measure of all.

Tyler, Lamberhurst

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 .

David, Canterbury

I can confirm that the service both Sarah and Maxine provide us, me and my wife, is exemplary.

You always contact us back straight away, with answers to any concerns/issues that we may have.

You take away all the stress by doing all the work, contacting pension companies and doing all the paperwork, on our behalf.

Due to the tremendous service, I receive, I have recommended Sarah and Maxine to my friends and they, too, are now using you as their financial advisers.

Thanks to your advice with the new pension freedoms, we no longer live a life in debt. We used to work to just pay the mortgage, car loan, bank loan and outstanding credit card bills. We no longer have these debts.

We now work and our wages are our own. We are able to treat ourselves and loved our ones (parents, children and grandchildren) to days out and assisting towards family holidays abroad. We will also be in a position that we will both be able to retire around seven years (me) and ten years (my wife) earlier than state retirement date.

All of this has only been possible because you and Maxine. We really cannot thank you both enough.

John, Ramsgate

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.

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