We are Park Lane Independent Financial Advisers, a privately-owned firm, based in Langham, Essex.
Our mission is to develop long-standing relationships based on trust to help you take control of your financial future, giving you peace of mind, and the freedom to enjoy your interests.
We work with you to provide tailored advice that meets your key goals and individual needs. You will have the reassurance of pro-active and strategic management of your financial affairs, knowing that someone you trust will regularly review your portfolio and overall financial planning strategy.
You will be working with a dedicated adviser with a wealth of industry experience and knowledge who meets you regularly to guide you through changing circumstances.
You will have unlimited direct telephone and email access to your adviser and the support team, and you can be confident that you will benefit from prudent advice and guidance. We will also liaise with other professional advisers to ensure a coordinated approach to your finances.
Providing great experiences for our clients has always been our ethos. That will continue to be our goal and it’s why we do what we do.
Andrew Frettingham and Paul Southgate are Co-founders and Directors of Park Lane Independent Financial Advisers. Together, we bring years of experience in financial advisory services and a shared commitment to our clients’ long-term financial success.
Andrew has over 35 years’ experience within financial services. He has been providing tailored financial advice to individuals and businesses since joining the directorate of Unizone Independent Financial Advisers back in 2006.
While he is proficient across all areas of financial planning, Andrew specialises in pensions and retirement planning options, having spent several years with pensions specialists National Mutual and Standard Life.
In his free time, Andrew is a keen golfer and a member of Felixstowe Ferry Golf Club.
Paul has worked in the financial services industry for over 20 years, the majority of those as a Financial Adviser and Director of Unizone Independent Financial Advisers.
While Paul has historically overseen both individual and corporate clients, he now deals predominantly with high net worth individuals, focusing on tax and estate planning, and retirement options.
Having recently hung up his football, rugby and cricket boots, Paul is a keen golfer and plays as often as work commitments and his young family allow him to.
Lee began his financial advisory career back in 2002 and has gained valuable industry knowledge within the bank assurance and IFA sectors.
Lee is proficient across all areas of financial planning and provides advice to a number of individuals including small business owners. This typically involves the planning and implementation of wealth management strategies as well as retirement planning and estate conservation.
When not working Lee spends his spare time keeping active. As well as visits to the Gym Lee plays Vet’s Football and during the winter is a keen snowboarder.
Stephanie is our Office Manager. She has worked in the financial services industry for over 10 years, the majority of which were with Unizone in Coggeshall. Stephanie has a wealth of experience and knowledge covering all aspects of financial administration, as well as a good understanding of the various investment products and advice process.
With many years’ experience in financial services in a number of roles and fully qualified; Fiona provides technical research and report writing support to the Directors of Park Lane.
Amy has worked in Financial Services for over 10 years starting with Unizone Independent Financial Advisers as an administrator where she gained a real understanding of systems and processes, as well as an in depth knowledge of the numerous insurance companies and their workings.
In 2015 Amy joined Bellpenny and passed a number of industry exams to become a Paraplanner. This role involved writing technical reports for clients whilst working closely with their Financial Advisers.
Amy took a career break following the birth of her daughter and we are delighted that she has chosen to join us as she is a valuable addition to our already strong team.
We are delighted to have secured the services of Sue who brings a wealth of invaluable knowledge and industry experience to Park Lane. Sue has worked within Financial Services for over 20 years performing a number of different roles and duties and is a valuable addition to our already talented team. In her spare time Sue enjoys walking her dog and spending time with her 3 granddaughters.
We would like to talk to talented individuals who want to enjoy a rewarding career in financial advisory services. Please send your CV and an introductory letter to firstname.lastname@example.org.
We work on a transparent fee basis so that you have a clear, open indication of the charges we make. Our charges cover the initial planning process and the regular reviews that we believe are essential to the achievement of your lifetime goals and aspirations.
We aim to build trust through our transparent fee structure. We want to ensure there is no misunderstanding and that you receive value for money.
We provide a free initial, no obligation meeting that gives you an opportunity to meet us in order to see if we can work together moving forward to achieve your personal and financial goals.
Planning, review and implementation
We will advise you at the initial meeting of our fees for developing and implementing your individual financial plan. In addition, we will discuss with you the cost of our ongoing service which provides you with regular review meetings to ensure that your plan remains on track to meet your goals. Once the plan is in place, you can settle the fees directly or authorise us to deduct them from any contract included within our recommendations.
You can find more details of our charges in our Professional Fees Schedule
Call us on 01206 987 740 or email email@example.com