Our Services

We offer a full range of financial and protection services. See below for some of our most popular.


Savings & Investments

There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money.

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Retirement Planning

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your...

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The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something...

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Tax Planning

Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these...

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Welcome to Palmer Lane

We like to look at things differently

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.


Here's how we formulate
the plan towards Your Goals

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.

Our Plan
For You


We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

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.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

Don’t miss this Opportunity!

Contact us now to speak to one of our Financial Advisers

What Our Clients Say
About Us

  • Palmer Lane has looked after my financial planning for over ten years.  I am fortunate to have found in Jeremy an adviser who truly listens to my needs – whether they be immediate, short or long term – and tailors investments to suit those needs.

    Mrs A Grove - Cardiff

  • Ongoing correspondence and paperwork was clear and prompt and the service was impeccable.  We would have no hesitation in recommending Palmer Lane to others.

    Mr & Mrs Marshall - Cheshire

  • Palmer Lane carried out a comprehensive review of our requirements followed up with a meeting to discuss the options available, their benefits and advantages and disadvantages.  The meeting was both informative and enjoyable and conducted so as to ensure that we fully undertook the processes and procedures to both protect our investment and to achieve as far as possible the return we were looking for.


    Mr & Mrs Marshall - Cheshire

  • The representative of PL has been friendly and totally professional throughout our dealings.  I have never felt patronised despite my ignorance and sometimes slow thought processes and he has always clearly explained each investment, its benefits and possible disadvantages and related them to my particular situation.

    Mrs SF – Lydney

  • The financial sector does not always receive the best press reviews but I have been pleasantly surprised to find that not all advisors are the dubious shady characters sometimes portrayed!  His knowledge, integrity and care are reassuringly impressive.

    Mrs MR – Usk

  • Palmer Lane has provided professional advice and service of a very high standard.

    Mrs MR – Usk

where we are

029 2049 2405
15 Drake Walk
Brigantine Place
Cardiff CF10 4AN

[email protected]

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