Lance Tonge

Lance Tonge Email and Phone Number

Private Client Adviser @ KMI Consultants Ltd
praha, czechia
Lance Tonge's Location
Switzerland, Switzerland
Lance Tonge's Contact Details

Lance Tonge work email

Lance Tonge personal email

n/a
About Lance Tonge

Over 25 years experience working within the financial service industry. I believe everyone is entitled to a better way of life; ethical and transparent financial planning is a simple way to achieve this. By journeying with clients we can effectively remove a substantial amount of stress whilst achieving life changing financial goals. I provide the tools and resources on this journey to build and adjust my clients’ strategies so we reach our destination of financial success. We’re changing the way the world invests.And challenging the status quo of an outdated financial industry.Significantly better options are now available.Backed by scientific evidence and common sense.Not by salesmanship or guesswork.Our mission is enabling expatriates and international institutions to understand this and:- Protect and build wealth- Live the life they desire- Enable social mobilityIt’s about educating international investors to get better results with:- Unconflicted and free financial teaching- Evidence-based investing- Professional financial planningSpecialties:Integrated Banking and Investment, international investment and pensions, Vested Benefits (Libre Passage), German Pension system, evidence based investment, ETFs and low cost/blue chip funds, Vanguard/Dimensional funds, fee-based financial advice, lending/mortgages, unraveling problems caused by international IFAs.

Lance Tonge's Current Company Details
KMI Consultants Ltd

Kmi Consultants Ltd

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Private Client Adviser
praha, czechia
Employees:
20
Lance Tonge Work Experience Details
  • Kmi Consultants Ltd
    Private Client Adviser
    Kmi Consultants Ltd Sep 2022 - Present
    Tailored Financial Advice - With over 120 years of collective experience in successful financial planning, KMI provides expert advice that will optimise returns on investments and minimise exposure to taxation. KMI has an absolute understanding that each client will have unique financial situations and requirements.
  • Landom Group
    Co-Founder & Managing Partner
    Landom Group Jul 2023 - Present
    Portugal
    As Commercial Brokerage Specialists, we leverage extensive expertise to connect clients with the right project opportunities—whether in commercial real estate developments, construction ventures, or large-scale investments. Our core focus is on aligning the right individuals with the best opportunities, ensuring optimal outcomes for sellers, developers, investors, and businesses alike.With a thorough understanding of market trends, project financing, and stakeholder management, we excel at identifying high-potential opportunities, securing the right partners, contractors, and investors. For investors seeking new projects, our combination of market insights and strategic approach streamlines your search, helping you identify and acquire the ideal project more efficiently.Key Expertise:- Project Acquisition & Brokerage: Identifying and securing prime opportunities for commercial, residential, and mixed-use developments.- Strategic Project Negotiations: Experts in structuring and negotiating favourable terms for project stakeholders.- Market Research & Analysis: Providing clients with comprehensive insights into market conditions, feasibility studies, and competitive landscapes.- Investment Analysis: Helping Investors assess the financial potential of commercial properties and projects.- Investor & Stakeholder Relations: Building and managing relationships between sellers, developers, investors, and other key stakeholders to ensure exceptional service and support.Whether you're in search of a commercial development opportunity, investment prospects, or need funding for land you already own, we're here to provide strategic guidance and help achieve your commercial real estate objectives with success.Let’s connect and discuss how we can help you unlock value in your next project.
  • The Alliance Partnership Group
    Partner
    The Alliance Partnership Group Jan 2020 - Sep 2022
  • Aes International
    Private Client Adviser
    Aes International Jan 2013 - Dec 2019
    The fastest growing UK financial services business for both 2011 and 2012, as recognised by the Sunday Times Virgin Fast Track 100.AES International is the trading style of a multi-award winning financial services group that is licensed for investment and insurance business in over 34 jurisdictions worldwide and is owned by AES International Global PLC. Our approach is strongly differentiated from our peers. As multi-award winning independent specialists with a global perspective, we seek to export UK best practice into the international marketplace, focusing on quality; both in terms of the advisers we recruit and the service they provide. Our values-driven approach is reflected in our unique ‘partnership charter’, which brings peace of mind and security to partners and clients alike. We seek to bring positive change to international financial services and we specialise in multi-jurisdictional, cross border, inpatriate, expatriate, and non-domiciled insurance and investment services. This means we deliver professional services to international private client advisers, wealth managers, and other financial services firms who serve internationally mobile professionals, offshore clients/trusts and the expatriate sector. AES’s mission to bring positive change to international financial services, exporting UK best practice and introducing standards where few existed, placing AES decades ahead of our competitors.
  • Guardian Wealth Management
    Senior Financial Planner
    Guardian Wealth Management Aug 2007 - Jan 2013
    An established lifestyle financial planning and investment advisory firm. Operating independently and not owned by a financial institution, having access to many solutions in the marketplace. Advice is independent and unbiased.Offices in the UK, continental Europe, the Middle East, and Hong Kong, providing a global presence and service.The focus is helping individuals and families in planning their financial future. Aiming to understand what is important to people not only financially, though also in work and personal lives.We accept that not everyone has an interest in financial markets and investments. Subsequently, our focus is on planning towards life goals that may have a financial implication.Building security, achieving financial freedom, protecting yourself and your family, planning for future costs including retirement / University fees, are key areas of focus. Solutions offer protection, safety, and accumulation and preservation of wealth.
  • Legal & General
    Appointed Representative
    Legal & General Apr 2004 - Aug 2007
    The Legal & General Group, established in 1836, is one of the UK’s leading financial services companies. As at 31 December 2011, we were responsible for investing £378 billion worldwide on behalf of investors, policyholders and shareholders. We also had over seven million customers in the UK for our life assurance, pensions, investments and general insurance plans.
  • Countrywide Mortgage Services
    Mortgage Consultant
    Countrywide Mortgage Services Feb 2003 - Apr 2004
    Countrywide operates some of the biggest and best-known names in the industry. As a leading provider in estate agency, lettings, mortgage services, land and new homes, auctions, surveying, conveyancing and property management, we move more people than any other business in the UK.
  • Amp
    Mortgage Consultant
    Amp Jul 1999 - Feb 2003
    The AMP group of companies is a leading wealth management business. AMP traces its heritage back to 1849 as a mutual company, AMP Limited listed on the Australian and New Zealand Stock Exchanges in mid-1998.

Lance Tonge Skills

Wealth Management Retirement Planning Pensions Wealth Investments Investment Advisory Financial Services Retirement Investment Strategies Wealth Management Services Estate Planning Financial Planning Qrops Alternative Investments Finance Financial Advisory Portfolio Management Independent Financial Advice Holistic Financial Planning Savings Asset Managment Financial Planners Protection Life Insurance Income Protection Insurance Financial Markets Mortgage Lending Mutual Funds Personal Pensions High Net Worth Individuals Wealth Creation Assurance Vie Retirement Savings Sipp Critical Illness Investment Management Wealth Accumulation Banking Private Banking Asset Management Inheritance Tax Planning Strategic Financial Planning Asset Allocation Personal Financial Planning Pension Transfers Sipps Libre Passage Term Assurance Critical Illness Cover

Lance Tonge Education Details

  • Solihull College
    Solihull College

Frequently Asked Questions about Lance Tonge

What company does Lance Tonge work for?

Lance Tonge works for Kmi Consultants Ltd

What is Lance Tonge's role at the current company?

Lance Tonge's current role is Private Client Adviser.

What is Lance Tonge's email address?

Lance Tonge's email address is la****@****nal.com

What schools did Lance Tonge attend?

Lance Tonge attended Solihull College.

What are some of Lance Tonge's interests?

Lance Tonge has interest in Football, Skiing, Cooking, Traveling, Reading, Music, Socializing, Golf.

What skills is Lance Tonge known for?

Lance Tonge has skills like Wealth Management, Retirement Planning, Pensions, Wealth, Investments, Investment Advisory, Financial Services, Retirement, Investment Strategies, Wealth Management Services, Estate Planning, Financial Planning.

Who are Lance Tonge's colleagues?

Lance Tonge's colleagues are Simon Batten, Ian Jones, Soňa Plzáková, Šárka Černá, Chris Williams, Stuart Alldus.

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