Why choose us?

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 focussed 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.

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.