Wealth Advice

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The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

We are Financial Advisors primarily covering Wealth Planning, Pensions, Investments, Mortgages, Protection Products and a whole host of other related services such as Wills and Trusts.

We provide financial advice to individuals at all stages of their financial planning cycle.

Over a period of time, a small amount of money invested will often grow into a larger sum. Like any journey, there are road blocks, bad weather, road closures, delays, the list goes on.

Our role is to help you navigate through these times. We do this by keeping your financial timeline in mind; by regularly reviewing your investments and making changes where necessary.

Financial Freedom is achievable, but careful planning is required. Lann Finance can assist you in planning and thus help on your financial journey.

Financial Advisor – Why

Over the years the Financial Conduct Authority (FCA) has made many changes in order to improve the industry.

As a result of this, it can be hard to keep up to date with all the new services and products available.

This is the reason why good financial advisors are worth their weight on gold.

Adviser or Planner?

The technical details and the many products available within the market place can be highly confusing.

There can be many variations with every product even if your circumstances might seem straightforward.

Lann Finance will help you choose a product that suites your individual needs and for the right purpose. This eliminates the risk of an inappropriate investment choice.

Financial Advice

All financial advisors must be authorised and regulated by the FCA.

After having collated information from you known as a Fact-Find, we will be in a position to offer advice based upon your individual needs.

Based on this information a solution is prepared for your long-term and short term goals.

DIY Finance – Could I do this myself

With the multitude of products within the market place the task of finding the right product can be a daunting experience.

The fast pace of product changes and tax issues with each could result in a product being chosen that is not appropriate thus not meeting your financial aspirations.

Advice from Us

At Lann Finance there is ongoing training with each provider and their product ranges. This commitment ensures our knowledge and understanding of each product is always up to date.

This knowledge coupled with our experience enables us to create a solution that is appropriate for your specific needs.

Our process is that once a product has been established we will review it regularly 6/12 months based on client needs. This will ensure that the chosen product is achieving the financial goals that are sought.

The value of the investment can go down as well as up and you may not get back as much as you put in.

Our advice is fee based for individuals and business.