Our Services

A personal approach to financial planning

Our approach is based on trust, independence and long-term relationships. We recognise that every client is unique, which is why we aim to understand what you want to achieve and enjoy both now and in your retirement.

We therefore aim to develop a financial plan that meets your individual goals and needs, and incorporates the services that are most relevant to your personal circumstances. Our plans are not static, because we understand that circumstances change, so regular review meetings are integral to our approach.

Our financial plans ensure that your assets are arranged in a tax-effective manner and take full account of current legislation.

Contact us for further information

Call us on 01206 987 740 or email info@parklaneifa.co.uk

    Investment proposition

    At Park Lane we do not operate a one size fits all approach. We understand that each client’s financial circumstances are unique and, as such, we offer a number of different solutions designed to meet their varied needs. We are truly independent and therefore able to select from the whole of the market.

    We offer professional advisory services in four key areas

    Investment Planning

    You may have capital to invest, perhaps from an inheritance or the sale of a property or business. You may be looking to save for your children’s university fees, supplement your pension provisions or put a deposit on a house.

    Whatever your goals, we aim to help you achieve them by simplifying the process of investing and explaining the options in clear, concise language. Once you understand the choices available, you can make an informed decision that will put you on the path to achieving your goals.

    We conduct an in-depth assessment of both your current investment portfolio and risk tolerance to agree a suitable investment strategy. We then make recommendations based on rigorous and robust investment processes and methodology. As independent financial advisers, we are able to access the whole of the market rather than being restricted to using a small number of providers.

    Retirement Planning

    We understand that funding for retirement is one of the most important financial commitments you will make. You want the peace of mind to know that you are in control of your finances, and the confidence to enjoy your interests and make the most of your retirement.

    We also understand that retirement itself can be a daunting prospect given the numerous options that are available, including the much publicised pension freedoms. That is why we take time to understand your circumstances before recommending the most appropriate options for your consideration.

    We will work closely with you to manage your retirement income goals to try to ensure that you live the life you desire when you stop work. We will review your pension portfolio on an ongoing basis to ensure that it complies with, and takes maximum advantage of, legislative changes. Our recommendations will take into account your tax position and the need to make provision for your family.

    Protection & Inheritance Tax Planning

    Protection planning not only benefits you, but your family too. That’s why, when we work with you, we don’t just aim to understand your ambitions, we also get to know you on a personal level.

    In the unfortunate event that you have an accident, develop an illness, become unemployed or even die, efficient Protection Planning will help you and your family to continue to enjoy quality of life at what can be an extremely difficult time.

    Our Inheritance Tax Planning services will help you minimise your inheritance tax liabilities and ensure that your successors enjoy the full benefit of their inheritance. Our recommendations take into account your tax position and current government policies on inheritance tax.

    Trustee Investment Planning

    Setting up a suitable trust for your family estate or for a charity needn’t be challenging. We have the experience and knowledge to guide you through the process, so that you always feel sufficiently informed to make good decisions.

    We offer professional advice and counsel you on setting up a trust, fulfilling the responsibilities of a Trustee, and safeguarding the Trust’s assets. We will work with you to understand the aims of the Trust and guide you through a structured process to meet your obligations.*

    *Advice around Tax Planning is not regulated by the Financial Conduct Authority. For complex situations we may involve or introduce you to a Legal Professional who can assist.