We Are Independent Financial Advisers

Established in 2006 and based in Surrey but with a national client base. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their money.

When it comes to service, we believe you deserve the royal treatment. We put people at the heart of everything we do, and underpin our service with technology.

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.

The Principal of the company has an IT back ground from operating his own software development consultancy to running his own Estate Agency offering, Sales, Lettings and Property Management services. His wealth of experience in the property market has helped clients build property portfolios for their future retirement.

Our objectives are to guard wealth and at the same time protect lifestyles.

With wealth, the key is to start early. You’ve heard it said “Time is money”. With investing “Time also makes money”

We will take you on a journey to Financial Freedom With wealth, the key is to start early. You’ve heard it said “Time is money”. With investing “Time also makes money”. 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. You are invited to learn more about our investment philosophy and personalised service.

Our advice is fee based for individuals and businesses.