Why Choose Us?
Green Lane Financial Planning prides itself on offering an independent financial planning service tailored to your individual needs.
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 are part coach, part teacher and will help you to formulate your life plan and progress check it. We won’t ‘pigeon hole’ you, the advice we give will be bespoke and tailor made to your individual requirements.
Our business is focused around our three key values, which allows us to provide the best service we can to you:
Professionalism
- We can offer you advice from a Chartered Financial Planner.
- As experienced financial services professionals we can break down financial planning, concepts and jargon, into simple to understand language for you.
- We pride ourselves on offering an ongoing service and creating a relationship with our clients, so we are there every step of the way.
Integrity
- Your financial objectives are at the heart of our planning process.
- We focus on achieving best outcomes
- Transparency about our fees is integral to our working practise
Personable
- We offer everyone an initial consultation without charge, during which we are happy to offer guidance on any aspect of financial planning without obligation.
- We want financial planning to be accessible, we won’t hide behind the stereotypical grey suits, we aim to be approachable to everyone.
- We offer our time to local community events and are involved with local charities.
We assist clients based all over Kent and London. You have the choice of meeting with us in our offices in Broadstairs, Maidstone or an agreeable location in London, we can also make use of technology offering virtual meetings by Skype or FaceTime.
“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.
