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.

Unit 1, Pondtail Farm, Knepp Castle Estate

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.

Team shot outside the office on Knepp Estate

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.

Meet the Team

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 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. Sam lives with his wife and two teenage sons in Brighton.

Clare Mackie

Job Title: Practice Manager

Clare has over 10 years 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.  Jacqui loves attending dance classes and walking in the countryside with her dog Loki.

Julie Welch

Job Title: Client Service Manager

Julie has over 20 years corporate experience working within sales and marketing, account management, and compliance.  She provides administrative support, diary management and client review preparation.  Julie loves exploring the footpaths of Sussex at the weekend with her dog Murray, reading a good book and playing soft ball cricket in a woman’s local league.

Zoë Blake

Job Title: Client Service Manager

Zoë has over 15 years experience working in sales and customer service, 7 of which within Financial Services specialising in protection and wealth management as a personal assistant. Zoë provides administrative support, client review preparation and assisting with client enquiries. She loves the theatre, live music, festivals & travel.

Benji, Loki & Murray

Job Title: Office Mascots

This is Benji, the beige poodle is Loki, and the black poodle is Murray, our office mascots! Any clients visiting our office might see them from time to time and well behaved dogs are always welcome to come in with their owners!  

Want to know more?

To find out more or to arrange a meeting with us, please call
01273 525489, or email mail@lainefm.co.uk