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Lane Financial Management Ltd

Financial Services

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Lane Financial Management Ltd

Overview

Chartered Financial Planners in Fareham Lane Financial Management Ltd is a chartered independent financial advice practice based in Fareham . As a family-run practice, we are more than just independent financial advisers. We are your partners in achieving a secure and prosperous future for you and your loved ones. By viewing financial planning as a holistic and intergenerational exercise, we are able to assist you in making those important decisions that significantly influence your financial well-being. We understand that every financial journey is unique, and our approach is built on the foundation of forging strong lasting relationships with our clients. We take the time to truly understand your aspirations, concerns, and values before crafting a tailor-made financial plan that facilitates your goals. We offer independent financial advice in the following areas: - Savings & Investment planning - Retirement planning - Tax planning - Estate planning (including trusts) - Long term care planning - Mortgage Planning - Protection planning Lane Financial Management Ltd is authorised and regulated by the Financial Conduct Authority - Registration No. 438355 Registered in England & Wales, Company Registration No. 4252588