North Lane Financial Managment

At North Laine Financial Management, we pride ourselves on our commitment to delivering tailored, independent financial advice to individuals and businesses across the South East. With over 15 years of experience in providing bespoke financial planning solutions, we have built a reputation for our professionalism, expertise, and customer-centric approach.

Our Services

Our team of experienced Chartered Financial Planners offers a comprehensive range of financial services designed to help our clients achieve their long-term financial goals. Our services include:

Savings and Investments

We provide expert advice on savings and investment strategies, helping you make the most of your hard-earned money. Whether you're looking to build a nest egg for the future or achieve a specific financial goal, our team will work with you to create a personalized investment plan tailored to your unique circumstances and goals.

Pensions

As a leading provider of pension advice, we help individuals and businesses navigate the complexities of pension planning, ensuring you receive the maximum benefits from your pension fund. Whether you're nearing retirement or looking to optimize your pension income, we're here to guide you every step of the way.

Protection

In today's uncertain world, it's essential to ensure that you and your loved ones are protected from unexpected events. Our team provides expert guidance on life insurance, critical illness cover, and income protection, giving you peace of mind and financial security.

Wills

Planning for the future and ensuring the well-being of your loved ones is a vital aspect of responsible financial planning. Our experts will work with you to create a personalized will, ensuring that your wishes are respected and your estate is managed with minimal disruption.

Sustainability and Ethical Investment

As socially conscious consumers increasingly prioritize environmentally sustainable practices, we're proud to offer ethical investment solutions that align with your values. Our team at North Laine Financial Management recognizes the importance of responsible investing and will work with you to design a customized investment strategy that not only meets your financial goals but also supports your values.

Testimonials

We're proud of the outstanding service we've provided to our clients, and we invite you to read their testimonials:

"'Thank you from probably one of the most risk-averse clients you have encountered. I hesitated for a long time before seeking advice but am now very glad that I did, and that I chose your team who were so helpful and supportive throughout.'"

Taylor, Sussex

"'Very helpful, especially when my tax coding changed drastically! Able to explain why and Steve Mackie even spoke to the Tax Office to sort it out!'"

Client, Sussex

"'I was very pleased with the prompt and professional approach taken with my pensions. The advice was clear and unbiased, ensuring that the best outcome for my circumstances was at the forefront of the recommendations.'"

Client, East Sussex

Meet the Team

Our team at North Laine Financial Management consists of experienced Chartered Financial Planners, each dedicated to providing exceptional service and expertise to our clients. Our team includes:

Steve Mackie

Job Title: Managing Director, Chartered Financial Planner

Steve co-founded the company in 2004 and is now Managing Director. He is a Chartered Financial Planner with over 20 years of experience advising private clients on all aspects of financial planning, investment strategy, and tax planning.

Sam Jermy

Job Title: Director, Chartered Financial Planner

Sam has worked in the financial sector for over 24 years, gaining a wealth of experience working within investment management, stockbroking, and private equity companies. He is a Chartered Financial Planner and was awarded Fellowship of the Personal Finance Society in 2018.

Daniel Randall

Job Title: Paraplanner

Daniel has over 10 years of experience working in Financial Services. He is currently working towards his Diploma in Financial Planning and supports the advisers in piecing together advice reports.

Clare Mackie

Job Title: Practice Manager

Clare has over 10 years of experience in Financial Services and has worked for some top IFA firms managing their paraplanning departments. Clare now supports Steve and Sam and the rest of the admin team to help ensure the smooth running of the practice.

Jacqui Jermy

Job Title: HR & Client Service Manager

Jacqui has over 18 years of experience working in Human Resources and Client Relationship Management. She provides administrative support, diary management, client review preparation, and HR support.

Contact Us

To learn more about our services or to arrange a meeting with us, please call 01273 525490 or email mail@nlfm.co.uk.