Plan 100

Independent Financial Adviser  Cherry Trees, Heathfield, TN21 0QH
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FCA authorised
Last authorised 29th November 2021
For personalised advice backed by science, choose Tucana Financial Planning. We take the emotion out of investing for a greater chance of success.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Lance Baron CFP
Chartered Wealth Manager
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.

Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£501,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Cherry Trees, Back Lane, Cross in Hand, Heathfield, TN22 1HX

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