Tucana Financial Planning

Independent Financial Adviser Cherry Trees, Back Lane, Cross in Hand, Heathfield, East Sussex, TN21 0QH
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th December 2019
Tucana Financial Planning is not your ordinary financial advisory practice. We do not sell products, we advise!
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Lance Baron CFP
Chartered Wealth Manager
Accreditations
Certified Financial Planner
Where to find us

Cherry Trees, Back Lane, Cross in Hand, Heathfield, East Sussex, TN21 0QH

Make an enquiry
About us

We provide a financial planning service to all of our clients.
We provide clients with three fundamental benefits:
1. Aligning their financial choices with your most important goals and deeply held values.
2. Ensuring their entire financial house is in perfect order and keeping it that way forever.
3. Ensuring that no matter what happens in the markets, the economy or the world, they will have the highest probability of achieving your goals.
Our approach with all new clients is to meet with them in order to understand their circumstances and their goals.

Our services

We aim to change the way you think about investing. Our investment portfolios utilise decades of academic research in order to provide you with a structured and ultimately successful investment experience. We do not speculate, forecast or attempt to predict the future in the way that so many others in the financial services industry do. Instead, we seek an evidenced-based approach to investment management, which minimises risk, costs and tax whilst enabling you to achieve your financial goals and objectives.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0

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