About us

We are a Chartered Financial Planning firm, who have been delivering tailored independent advice for over 15 years. Based in West Grinstead on the Knepp Estate, we are perfectly positioned to help clients across the South East.

Our advice has always been independent, and we pride ourselves on the fact our company has always been fee based, only charging for the work we do. This means we work solely for our clients, without the restrictions of product providers, and offer completely unbiased, bespoke, independent financial advice.

The team at Laine Financial Management Ltd take the time to build friendly, lasting relationships with our clients, and fully know each and every one. Understanding our clients, their requirements and life goals, is paramount. We have many years’ experience providing financial advice across a range of services, particularly specialising in financial planning, investment strategies and tax planning. Furthermore, through using our cutting-edge technology, we can produce individual cash flow forecasts, to demonstrate how a client’s finances change during their lifetime, and how the implementation of different financial scenarios can change future financial outcomes. This valuable tool helps clients achieve their lifetime goals.

At Laine Financial Management Ltd, all our advisers have achieved Chartered Financial Planner status. We are proud to have been awarded Accredited Firm status from the Chartered Institute of Securities and Investments (CISI) and also Chartered Financial Planners status as a firm by the Chartered Insurance Institute (CII). We are also members of SIFA Professional, who are an Affiliate Partner of the Law Society.