We design and implement financial and investment strategies which meet our clients' needs and goals. We then monitor these to ensure they continually meet the agreed objectives.
Our ethos is to build successful client relationships by developing trust, respect and understanding over a long period of time. Client / adviser relationships work best when these components are in place and we feel that these elements are the foundation for any successful working relationship.
Jonathan has worked in the Financial Services Sector for over 16 years. He specialises in advising his clients in all aspects of financial planning, specifically in the areas of investments, tax and pension planning. He is a member of the Chartered Insurance Institute and holds a DipPFS in Regulated Financial Planning.
Christopher has over 18 years' experience of advising UK resident domiciled and non-domiciled private clients. His advice ranges across investments, income tax planning, offshore tax efficient structures, pension planning, and mortgage lending. He is a member of the Chartered Insurance Institute and holds a DipPFS in Regulated Financial Planning.
Stacy has extensive experience in the financial services industry and holds the CeMAP qualification in mortgage advice. She is a client focused mortgage adviser, dealing in residential and commercial lending, bridging finance and overseas lending.
Donna has over 17 years' experience in financial planning. She currently is working towards her RQF Level 3 Certificate in mortgage advice qualification. As a client focused individual, she supports the lending desk with daily business activities and client administration.
Steven has 30 years' experience working in the insurance and investment sectors. He originally worked for a specialist Lloyd's Broker and then moved to privately held investment vehicle specialising in the financial services arena. He was previously Chief Executive of an IFA and assisted this business to develop prior to a private sale. Steven assists Lanner by providing operational support and strategic guidance.
Jonathan is an experienced businessman with an international track record. He founded and is presently CEO of Exchange Data International, a financial data provider. He is also a former non executive director of NHS Haringey and a former Haringey councillor. He is also Chairman of Company Watch as well as a Non Executive Director of the Tern Financial Group, Montreal, Canada.
Lee has over 30 years' experience in investment and private banking, and over 25 years with JP Morgan. For the last 10 years he has worked as a consultant and non-executive director to families of wealth and their family offices, where the size and complexity of their wealth requires his advice on a regular and discreet basis. In particular he advises on risk, business strategy, governance and succession. Lee is based in London.
Tracey is the Officer Manager and Personal Assistant to the Directors. She has more than 20 years experience as an Office Manager with over 10 of these in the financial sector. She uses this experience to ensure the smooth running of the Lanner office.
Avi has 25 years experience in the Financial Services Industry, having worked in the Banking and Independent Financial Adviser Sectors. As a client focused individual, he supports the advisers with daily business activities and client administration. Avi has recently achieved his Diploma in Financial Planning which is a Level 4 qualification.
Chris has worked in the Financial Services Sector for over 14 years. He deals in all areas of financial planning, specialising in pensions, investments and protection. Chris is a member of the Chartered Insurance Institute and holds the DipPFS.