Palmer Lane

Palmer Lane has been guiding individuals and businesses towards financial security since 1991. Founded on the belief that financial planning is an ongoing process, we work alongside our clients to understand their unique needs and aspirations, crafting tailored plans to meet them.

Our team of experienced financial advisers bring a wealth of knowledge and expertise to the table, having honed their skills across diverse financial situations. We are committed to open communication, transparency, and building lasting relationships with our clients.

What We Do

Palmer Lane offers a comprehensive range of financial and protection services, encompassing:

Personal Financial Planning

• Introduction to Financial Planning: Establishing a solid foundation for your financial well-being.
• Business Insurance: Protecting your business from potential risks like illness, accidents, and financial setbacks.
• Pensions & Capital: Planning for your future and ensuring financial security during retirement.

Property & Finance

• Mortgages: Finding the right mortgage option to suit your individual needs and circumstances.
• Financial Planning for First-Time Buyers: Guiding you smoothly through the process of purchasing your first home.

Wealth & Investment Management

• Introduction to Wealth Management: Creating a tailored plan for wealth preservation and growth.
• Relationship Management: Regular review and adjustment of your financial plan to ensure its effectiveness.

Protection & Risk Management

• Life Assurance: Ensuring financial security for your loved ones in the event of your passing.
• Health Insurance: Accessing quality healthcare coverage to safeguard your health and financial well-being.
• Equity Release: Accessing capital from your home without selling it.

Our Approach

We believe in a collaborative and personalized approach to financial planning, working alongside you every step of the way. We take the time to understand your goals, concerns, and financial situation, tailoring our recommendations to your specific needs. Our open and honest approach ensures that you are fully informed and empowered throughout the process.