Business Details
22 Years
experience
Your Trusted Financial Advisers in West Grinstead
We are a Chartered Financial Planning firm with over 15 years of experience delivering tailored independent advice. Based in West Grinstead on the Knepp Estate, we serve clients across the South East, prioritising fee-based, unbiased financial guidance. Our approach focuses on building lasting relationships, understanding client goals, and creating practical plans to achieve them. All our advisers hold Chartered Financial Planner status, and we are proud to be accredited by the Chartered Institute of Securities and Investments (CISI) and the Chartered Insurance Institute (CII).Utilising cutting-edge technology, we provide cash flow forecasts to help clients visualise their financial futures. Our team combines decades of expertise in financial planning, investment strategies, and tax planning, ensuring clients receive expert, jargon-free advice aligned with their unique circumstances.
Services
Pensions
Savings and Investments
Protection
Wills
Long-Term Care
Sustainable & Ethical Investing
Details
- Year established: 2004
Highlights and features
- We have over 15 years of experience in independent financial planning.
- All advisers hold Chartered Financial Planner status.
- Fee-based model ensures unbiased, client-focused advice.
- Cutting-edge technology for personalised cash flow forecasting.
- Regulated by the Financial Conduct Authority (FCA).
Associations and certifications
- Financial Conduct Authority
- Chartered Institute of Securities and Investments (CISI)
- Chartered Insurance Institute (CII)
- SIFA Professional
What people say
Prompt and professional approach
Helpful and supportive throughout
Clear and unbiased advice
Expertise in pensions
Resolved tax coding issues
Services
Pensions
We provide comprehensive pension advice tailored to individual needs. Our experts help clients optimise retirement savings through strategic planning and investment choices. Clients benefit from clear, jargon-free guidance aligned with their long-term financial goals.
Savings and Investments
Our investment strategies focus on growing client wealth through diversified portfolios. We assess risk tolerance and financial objectives to create customised plans. Advanced tools ensure transparent tracking of investment performance and adjustments as needed.
Protection
We offer tailored protection plans to safeguard clients' financial security. Services include life, critical illness, and income protection insurance. Our approach ensures policies align with individual and family needs, providing peace of mind.
Wills
Our will-writing services ensure clients' wishes are legally documented. We guide clients through estate planning to protect assets and beneficiaries. Expertise includes trusts and inheritance tax planning to maximise legacy.
Sustainable & Ethical Investing
We specialise in ethical investment strategies that align with clients' values. Our approach balances environmental, social, and governance (ESG) criteria with financial returns. Clients receive tailored portfolios supporting sustainable development goals.
People
Steve Mackie
Managing Director, Chartered Financial Planner
Co-founder with over 20 years' experience in financial planning and tax strategy. Chartered Financial Planner committed to client-centric advice and ethical investing.
Sam Jermy
Director, Chartered Financial Planner
24 years in finance, specialising in investment management and private equity. Fellow of the Personal Finance Society, dedicated to tailored client solutions.
Clare Mackie
Practice Manager
Over 10 years in financial services, managing paraplanning teams. Ensures operational efficiency and client service excellence across the practice.
Jacqui Jermy
HR & Client Service Manager
18 years in HR and client relations, managing administrative support and client reviews. Passionate about countryside walks and community engagement.
Karen Thomas
Senior Paraplanner
20 years' paraplanning expertise, specialising in trusts and tax. Associate member of STEP, combining technical knowledge with client-focused support.
Questions
What services does North Laine Financial Management offer?
We provide pensions, savings and investments, protection, wills, long-term care planning, and sustainable ethical investing solutions tailored to client needs.
Are your financial advisers qualified?
All advisers hold Chartered Financial Planner status, accredited by the Chartered Insurance Institute and Chartered Institute of Securities & Investments.
How do you approach ethical investing?
We integrate environmental, social, and governance (ESG) criteria into portfolios, balancing client values with financial objectives using evidence-based research.
How does your financial planning process work?
We assess your current situation, discuss goals, then create a customised plan using cash flow forecasting to visualise financial outcomes over time.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the FCA (Financial Services Register No: 446522) for comprehensive financial services.
