Our Range of Services

Lann Finance offers a range of services across the Personal and Business sector.

When meeting to discuss your finance requirements, often a full “financial heath check” is carried out. These questions enable us to acquire background information to advise you on your financial objectives taking into account the information provided.

Based on the answers, additional services may be discussed if appropriate. The range our service covers most personal and business requirements.

Our success has been based on three core principles; integrity, professionalism and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.

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. You are invited to learn more about our investment philosophy and personalised service.

• Annuities
• Auto-Enrolment/Workplace Pensions
• Businesses
• Lifestyle Planning
• BTL’s – Creating a Property Portfolio *
• Estate Planning *
• Funeral Plan *
• Income Protection
• Inheritance tax planning *
• Investments
• Investing for capital growth or income
• Investment Bonds
• ISAs
• Life Assurance
• Long Term Care *
• Mortgages
• OEICs (Open Ended Investment Company
• Pensions
• Phased Retirement
• Private medical insurance
• Protection
• Protection against critical illness
• Redundancy
• Retirement planning
• School fees planning
• SIPPs (Self Investing Pension Plan)
• Stakeholder Pensions
• Tax-efficient planning and mitigation *
• Wills *

*Some of these products and services are not regulated by the Financial Conduct Authority.