Green Lane Financial Planning

Independent Financial Adviser  34 Green Lane, Kent, Broadstairs, CT10 2RR
First meeting at adviser's own cost
We are highly trained professionals offering bespoke financial planning solutions.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Income tax
check
Taxation planning
check
Group Pension/Stakeholder
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 29th March 2021
Meet our advisers
MRS Maxine Powell
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
MRS Sarah Greely
IFA

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

What our clients say
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
About us

Green Lane Financial Planning is run by Maxine and Sarah. We are a mother daughter team, with a long-standing business relationship and we work from our office in Broadstairs. 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 was initially set up.

We are an appointed representative of R. J. Hurst & Partners Ltd, this means that we are a small friendly business but our link with the Hurst Group gives us the resources of a larger organisation. This includes a highly efficient team of administrators to support us, an investment committee which we participate in and compliance support, to name a few.

We service a long-established client bank across Kent and London.

We aim to be approachable – we have made a clear decision to move away from the stereotypical grey suits of the financial

Our services

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.

Maxine is a specialist and accredited Later Life Adviser and Pension Transfer Specialist offering advice to cover all types of pension contracts.

Where to find us
Head office address: 34 Green Lane, Kent, Broadstairs, CT10 2RR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 29th March 2021

Similar advisers near you

Restricted - whole of market 1.52 mi
Clients come to us for our bespoke advice and guidance on a wide range of financial planning scenarios. We know from first-hand experience that getting the right financial advice can make a big difference at any stage of your life, career or business.
 
Independent Financial Adviser 1.94 mi
You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
 
Independent Financial Adviser 4.34 mi
You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
 
Independent Financial Adviser 7.15 mi
Our team of experts will provide you with a professional service, taking a holistic approach in co-ordinating all areas of financial management, planning, and investment advice, to ensure your wealth is always working for you.