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Work > Finance

Paul Allen Wealth Management - Michael LanePaul Allen Wealth Management - Michael Lane

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Paul Allen Wealth Management - Michael Lane

The Consultancy has enjoyed a successful development that has been based upon over 20 years of experience with two of the UK’s largest companies.  Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

My experience is underpinned by the relevant professional qualifications which equip me to offer recommendations and advice that takes account of the wide-ranging requirements of each client, and I value very highly the friendly relations that this allows me to develop.

Specialism in the areas of Investment Planning, Retirement provision and Inheritance Tax Planning has allowed me to work productively with a range of professional clients, and I often liaise with clients' own solicitors and accountants to provide a complementary service that offers a fresh perspective. This helps to ensure that all aspects of their financial affairs are considered to their optimum advantage.

Paul Allen Wealth Management
Michael Lane
16 St. Mary's Street

07885 904000

Monday to Friday 9am - 5pm

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  6. Totally Truro is a company limited by guarantee
    registered in England company no. 6070111
    Copyright © 2008 Totally Truro. All Rights Reserved.

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18:36pm | 21st August 2017