In 1987, I set up my own firm and spent 15 years advising clients on tax affairs. During this time, I realised that there was a gap in the market for ethically-delivered financial advice rather than commission-driven product sales, and so I set up Square One Financial Planning LLP in 2003.
I am the author of the Inheritance Tax guide “Keeping the Taxman Out of Your Home”. The purpose of this book is to help people understand IHT without having to seek expensive advice. It explains what is going on clearly and without technical language.
Nicholas specialises in investments, trusts and tax planning solutions. He has over 13 years experience within the financial advisory sector having previously worked for well known providers including Skandia and NPI.
Nicholas has extensive investment experience having worked for Skandia and in London for a boutique investment firm. He was responsible for fund raising through professional intermediaries including discretionary fund managers and private banks. He also worked as wealth manager in London providing financial advice and tax planning solutions for sophisticated investors and city professionals. Nicholas continues to look after clients in London as well as Sussex and Surrey.
For much of this time I have provided personal advice directly to private clients, the self employed and to the Directors of smaller ltd companies.
I have also enjoyed working closely alongside a number of accountants and solicitors in order to provide bespoke investment and tax planning solutions for mutual clients.
Dean has been working in the mortgage arena since 1997, holding roles within estate agents, banks and specialist lenders. He has a wide range of knowledge of mortgage products and processes including residential, buy-to-let and commercial mortgages. He can also advise people purchasing overseas properties either as retirement / holiday homes or as investment property.
Park Lane Financial Services Limited
Welcome to Park Lane Financial Services Ltd. We are a slightly unusual practice, and we hope you find our approach refreshing. We are not a sales driven company, and our consultants are not given sales targets. We believe that pressure to hit targets may lead to mis-selling.
We believe strongly in ethical conduct, and always seek to put the interests of our clients before our own. We are quite happy to work on a fee basis if you prefer, so that commission does not influence advice.
Three of our four directors are Chartered Accountants, so we are set up in a business-like way with customer service as our focus. We have an in-house tax advisors to support our consultants, and for more complex cases, we retain one of the country's leading experts.
Registered office 75 Park Lane, Croydon, Surrey, CR9 1XS. Registered in England company number 05332642.
