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.
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.
Lanner Capital works directly with its sister company Fundu Limited to provide lending and finance solutions to individuals, companies and investment funds. They aim to facilitate cost effective, innovative lending solutions by utilising our wide range of banking relationships. Fundu Limited is independent and have access to the whole of the mortgage market.Contact Fundu today>
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.
After earning a Master in Science in the field of Applicable Mathematics from LSE and a MSc in Mathematics from Royal Holloway University, Noorin joined the Financial Services Industry. She supports the advisers and client administration and is working towards her 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.