|Business Name||Green Lane Financial Planning Ltd|
|Business Category||Professional Services|
Green Lane Financial Planning offers a professional and highly qualified estate planning service in strict adherence with the Institute of Professional Will Writers Code of Conduct.
Green Lane is run by Maxine Powell, a Chartered Financial Planner, and Sarah Greely. We are both Associate members of the Institute of Professional Will Writers and we are a mother and daughter team. We have been working together in the financial services industry, with nearly 40 years of combined experience.
We qualified as Estate Planners in 2013 due to the overlap with financial services and this allows us to offer a truly holistic financial planning service to our clients.
Who Needs Estate Planning Advice?
Put simply - everyone! From a simple straight forward Will to a complex planning strategy and protecting wealth for future generations, everyone could benefit from the service that we offer.
Maxine is qualified and registered as a Retirement and Later Life Specialist with the Chartered Insurance Institute and we can offer proactive advice on care home fees planning.
We can offer you an initial no obligation meeting at our cost, please do not hesitate to contact us for further information.
Authorised and Regulated by the Financial Conduct Authority.
Estate planning and the provision of Wills are not regulated by the Financial Conduct Authority
On behalf of APS Legal & Associates Ltd, White Hart Yard, Bridge Street, Worksop S80 1HR
APS Legal & Associates is a member of the Institute of Professional Willwriters
APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice
|Address||34 Green Lane Budleigh Cottage|
Kent CT10 2RR
For more information about The Broadstairs & St. Peters Chamber of Commerce, please feel free to contact us on 07925 185052