Welcome to Palmer Lane
Innovative Financial Advice. Financial Advisers based in Wales
We offer a full range of financial and protection services. See below for some of our most popular.
Palmer Lane was founded by in 1991 and has been providing Independent Financial Advice ever since. Our advisers have a wealth of experience in looking after the financial needs of individuals along with business owners and their employees. We regularly work with other professionals helping to meet our and their clients’ financial needs.
All our advisers share a mutual goal of helping you to prosper, through providing easy to follow, clear Independent Financial Advice. We care about looking after your interests, taking time to listen and understand your needs before we make any recommendations. And because we are independent, we’ll work on your behalf, not those of a bank or insurance company, to find suitable products from across the whole marketplace based on your needs, circumstances and preferences.
Whichever service you choose to use, the one thing they all have in common is our commitment to providing simple, easy to follow advice that is totally tailored to you.
Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.
We meet together to discuss your personal circumstances and your current financial situation.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
If required, review dates will be agreed and can take place annually or more regularly if required or requested.