Lance Baron

Lance Baron

Tucana Planning LLP

Minimum savings/pensions: Over £100,000

Unavailable for contact through VouchedFor

Based in Heathfield
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4.6 out of 5

11 reviews


Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

I help business owners and company executives align their financial choices with their most important goals and deeply held values. What are values? I do not mean what is the value of your pension or ISA but those qualities and principles intrinsically valuable or desirable to you. When I talk to people about their goals and values, I am eager to find out why they turn up for work and what are they trying to achieve. Is it to be remembered as the best in your field? Or is because you want to leave a legacy for your family? Whatever your most deeply held values, my job is get your entire financial house in perfect order and keep it that way - forever. Recent times vividly illustrate the unpredictable nature of the different types of investments. Although unsettling, these periods highlight the importance of having a coherent, rational investment approach. No one controls the way free markets behave but you can control how you personally participate in the capital markets. I will ensure that no matter what happens in the markets, the economy, or the world, you will have the highest probability of achieving your goals. I have been the Kent & Sussex Branch Chairman of the Institute of Financial Planning since January 2011. The Institute of Financial Planning is dedicated to the development and practice of Financial Planning in the UK. Membership ensures all members adhere to ethical practice standards through its Code of Ethics, to maintain a high standard in education and ethics and achieve higher qualifications to the benefit of the consumer.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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